Mount Yale Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $887K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $566K | Buy |
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