Nvest Financial’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 | $1.82M | Sell |
13,125
-4,780
| -27% | -$663K | 0.95% | 33 |
|
|
2025
Q1 | $2.1M | Sell |
17,905
-296
| -2% | -$34.8K | 1.13% | 30 |
|
|
2024
Q4 | $2.31M | Sell |
18,201
-75
| -0.4% | -$9.51K | 1.17% | 26 |
|
|
2024
Q3 | $2.14M | Buy |
18,276
+1,015
| +6% | +$119K | 1.22% | 27 |
|
|
2024
Q2 | $1.9M | Buy |
17,261
+406
| +2% | +$44.8K | 1.17% | 31 |
|
|
2024
Q1 | $1.92M | Buy |
16,855
+6,280
| +59% | +$717K | 1.28% | 27 |
|
|
2023
Q4 | $1.1M | Buy |
10,575
+4,872
| +85% | +$509K | 0.87% | 32 |
|
|
2023
Q3 | $521K | Buy |
+5,703
| New | +$521K | 0.49% | 39 |
|