Northwest Financial 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 | $236K | Sell |
1,704
-77
| -4% | -$10.7K | 0.33% | 82 |
|
|
2025
Q1 | $209K | Sell |
1,781
-7
| -0.4% | -$822 | 0.17% | 113 |
|
|
2024
Q4 | $227K | Buy |
1,788
+1,381
| +339% | +$175K | 0.19% | 104 |
|
|
2024
Q3 | $47.7K | Buy |
+407
| New | +$47.7K | 0.04% | 235 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$41.8K | – | 304 |
|
|
2023
Q4 | $41.8K | Buy |
+400
| New | +$41.8K | 0.04% | 229 |
|