Morris Financial Concepts’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
Q1 | – | Sell |
-8
| Closed | -$1.01K | – | 200 |
|
|
2024
Q4 | $1.01K | Hold |
8
| – | – | ﹤0.01% | 182 |
|
|
2024
Q3 | $938 | Hold |
8
| – | – | ﹤0.01% | 191 |
|
|
2024
Q2 | $883 | Hold |
8
| – | – | ﹤0.01% | 159 |
|
|
2024
Q1 | $913 | Hold |
8
| – | – | ﹤0.01% | 163 |
|
|
2023
Q4 | $836 | Hold |
8
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $731 | Hold |
8
| – | – | ﹤0.01% | 150 |
|
|
2023
Q2 | $773 | Hold |
8
| – | – | ﹤0.01% | 152 |
|
|
2023
Q1 | $728 | Hold |
8
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $669 | Buy |
+8
| New | +$669 | ﹤0.01% | 141 |
|