Montz Harcus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259K | Buy |
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|
2025
Q4 | $276K | Buy |
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|
2025
Q3 | $287K | Buy |
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|
2025
Q2 | $279K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $235K | Buy |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q4 | $209K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $229K | Buy |
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