Oliver Lagore Vanvalin Investment Group’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 | $12.4K | Buy |
+105
| New | +$12.4K | ﹤0.01% | 400 |
|
|
2024
Q4 | $20.4K | Sell |
161
-39
| -20% | -$4.95K | 0.01% | 358 |
|
|
2024
Q3 | $23.5K | Sell |
200
-204
| -50% | -$23.9K | 0.01% | 329 |
|
|
2024
Q2 | $44.6K | Buy |
404
+3
| +0.7% | +$331 | 0.01% | 249 |
|
|
2024
Q1 | $45.8K | Sell |
401
-321
| -44% | -$36.7K | 0.01% | 244 |
|
|
2023
Q4 | $75.4K | Sell |
722
-446
| -38% | -$46.6K | 0.03% | 174 |
|
|
2023
Q3 | $107K | Sell |
1,168
-3,751
| -76% | -$343K | 0.04% | 159 |
|
|
2023
Q2 | $475K | Buy |
+4,919
| New | +$475K | 0.17% | 83 |
|
|
2022
Q4 | – | Sell |
-51
| Closed | -$4K | – | 721 |
|
|
2022
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 457 |
|
|
2022
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 407 |
|