Newbridge Financial Services Group’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 | $8.89K | Hold |
64
| – | – | ﹤0.01% | 921 |
|
|
2025
Q1 | $7.53K | Sell |
64
-32
| -33% | -$3.77K | ﹤0.01% | 733 |
|
|
2024
Q4 | $12.1K | Buy |
+96
| New | +$12.1K | ﹤0.01% | 698 |
|
|
2024
Q3 | – | Sell |
-96
| Closed | -$10.5K | – | 883 |
|
|
2024
Q2 | $10.5K | Hold |
96
| – | – | ﹤0.01% | 701 |
|
|
2024
Q1 | $10.9K | Hold |
96
| – | – | ﹤0.01% | 749 |
|
|
2023
Q4 | $9.98K | Buy |
96
+1
| +1% | +$104 | ﹤0.01% | 736 |
|
|
2023
Q3 | $8.71K | Hold |
95
| – | – | ﹤0.01% | 852 |
|
|
2023
Q2 | $9.22K | Sell |
95
-25
| -21% | -$2.43K | ﹤0.01% | 899 |
|
|
2023
Q1 | $10.9K | Hold |
120
| – | – | 0.01% | 893 |
|
|
2022
Q4 | $9.99K | Buy |
120
+1
| +0.8% | +$83 | 0.01% | 917 |
|
|
2022
Q3 | $9K | Hold |
119
| – | – | 0.01% | 906 |
|
|
2022
Q2 | $9K | Sell |
119
-19
| -14% | -$1.44K | 0.01% | 887 |
|
|
2022
Q1 | $14K | Buy |
138
+114
| +475% | +$11.6K | 0.01% | 834 |
|
|
2021
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 1120 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 1218 |
|
|
2021
Q1 | $2K | Sell |
24
-46
| -66% | -$3.83K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $7K | Hold |
70
| – | – | 0.01% | 789 |
|
|
2020
Q3 | $6K | Buy |
+70
| New | +$6K | 0.01% | 779 |
|