Octavia Wealth Advisors’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 | $980K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $959K | Sell |
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|
2024
Q3 | $914K | Sell |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $8.43M | Buy |
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|
2022
Q3 | $7.2M | Buy |
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|
2022
Q2 | $7.11M | Buy |
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|
2022
Q1 | $8.3M | Buy |
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|
2021
Q4 | $8.21M | Buy |
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|
2021
Q3 | $6.7M | Buy |
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|
2021
Q2 | $6.32M | Buy |
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|
2021
Q1 | $4.95M | Buy |
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|
2020
Q4 | $3.93M | Buy |
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