Olistico Wealth’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 | $1.31M | Sell |
9,437
-12,788
| -58% | -$1.77M | 0.73% | 30 |
|
|
2025
Q1 | $2.61M | Sell |
22,225
-551
| -2% | -$64.7K | 1.61% | 14 |
|
|
2024
Q4 | $2.89M | Buy |
22,776
+1,060
| +5% | +$134K | 1.68% | 11 |
|
|
2024
Q3 | $2.55M | Buy |
21,716
+2,775
| +15% | +$325K | 1.56% | 14 |
|
|
2024
Q2 | $2.09M | Buy |
18,941
+932
| +5% | +$103K | 1.33% | 17 |
|
|
2024
Q1 | $2.06M | Buy |
18,009
+1,005
| +6% | +$115K | 1.48% | 16 |
|
|
2023
Q4 | $1.78M | Buy |
17,004
+4,636
| +37% | +$484K | 1.39% | 16 |
|
|
2023
Q3 | $1.13M | Buy |
12,368
+576
| +5% | +$52.6K | 1.01% | 24 |
|
|
2023
Q2 | $1.14M | Buy |
11,792
+2,269
| +24% | +$219K | 0.97% | 22 |
|
|
2023
Q1 | $867K | Buy |
9,523
+1,159
| +14% | +$106K | 0.83% | 30 |
|
|
2022
Q4 | $699K | Buy |
+8,364
| New | +$699K | 0.76% | 37 |
|