Montz Harcus Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
2,013
+2
| +0.1% | +$277 | 0.13% | 65 |
|
|
2025
Q1 | $236K | Buy |
2,011
+2
| +0.1% | +$235 | 0.13% | 68 |
|
|
2024
Q4 | $255K | Buy |
2,009
+2
| +0.1% | +$254 | 0.14% | 61 |
|
|
2024
Q3 | $235K | Buy |
2,007
+2
| +0.1% | +$235 | 0.14% | 62 |
|
|
2024
Q2 | $221K | Buy |
2,005
+2
| +0.1% | +$221 | 0.14% | 58 |
|
|
2024
Q1 | $229K | Buy |
2,003
+2
| +0.1% | +$228 | 0.15% | 58 |
|
|
2023
Q4 | $209K | Buy |
+2,001
| New | +$209K | 0.16% | 54 |
|
|
2022
Q1 | – | Sell |
-1,988
| Closed | -$229K | – | 55 |
|
|
2021
Q4 | $229K | Buy |
+1,988
| New | +$229K | 0.2% | 49 |
|