MSH Capital Advisors’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 | $3.23M | Sell |
23,314
-1,717
| -7% | -$238K | 0.93% | 27 |
|
|
2025
Q1 | $2.94M | Sell |
25,031
-655
| -3% | -$77K | 0.91% | 27 |
|
|
2024
Q4 | $3.26M | Sell |
25,686
-535
| -2% | -$67.8K | 1.03% | 25 |
|
|
2024
Q3 | $3.08M | Buy |
26,221
+1,435
| +6% | +$168K | 0.94% | 29 |
|
|
2024
Q2 | $2.74M | Buy |
24,786
+510
| +2% | +$56.3K | 0.91% | 27 |
|
|
2024
Q1 | $2.77M | Buy |
24,276
+283
| +1% | +$32.3K | 0.97% | 25 |
|
|
2023
Q4 | $2.51M | Hold |
23,993
| – | – | 0.94% | 29 |
|
|
2023
Q3 | $2.19M | Sell |
23,993
-3,023
| -11% | -$276K | 0.86% | 31 |
|
|
2023
Q2 | $2.61M | Buy |
27,016
+606
| +2% | +$58.6K | 0.96% | 27 |
|
|
2023
Q1 | $2.4M | Buy |
26,410
+290
| +1% | +$26.4K | 1.03% | 21 |
|
|
2022
Q4 | $2.18M | Buy |
26,120
+307
| +1% | +$25.7K | 0.99% | 25 |
|
|
2022
Q3 | $2.02M | Sell |
25,813
-210
| -0.8% | -$16.5K | 1% | 26 |
|
|
2022
Q2 | $2.06M | Buy |
26,023
+4,365
| +20% | +$346K | 0.96% | 27 |
|
|
2022
Q1 | $2.18M | Buy |
21,658
+1,675
| +8% | +$168K | 0.9% | 32 |
|
|
2021
Q4 | $2.3M | Buy |
+19,983
| New | +$2.3M | 1.03% | 27 |
|