Orgel Wealth Management’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
Q3 | $292K | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $348K | Hold |
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|
2024
Q3 | $322K | Hold |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $337K | Buy |
|
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $358K | Sell |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $503K | Buy |
|