One Wealth Management Investment & Advisory Services’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
$235K Buy
+1,692
New +$235K 0.3% 43
2025
Q1
Sell
-1,747
Closed -$221K 48
2024
Q4
$221K Hold
1,747
0.35% 41
2024
Q3
$205K Buy
+1,747
New +$205K 0.36% 41
2024
Q2
Sell
-1,777
Closed -$203K 143
2024
Q1
$203K Buy
+1,777
New +$203K 0.08% 134