Northeast Financial Consultants’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 | $947K | Buy |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $802K | Hold |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $728K | Hold |
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|
2023
Q4 | $667K | Hold |
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|
2023
Q3 | $583K | Hold |
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|
2023
Q2 | $617K | Hold |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $500K | Hold |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $778K | Hold |
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|
2021
Q3 | $757K | Sell |
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|
2021
Q2 | $787K | Hold |
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|
2021
Q1 | $710K | Hold |
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|
2020
Q4 | $714K | Hold |
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|
2020
Q3 | $601K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $216K | Buy |
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