Orgel Wealth Management’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 | $315K | Sell |
2,272
-83
| -4% | -$11.5K | 0.01% | 73 |
|
|
2025
Q1 | $277K | Sell |
2,355
-387
| -14% | -$45.5K | 0.01% | 70 |
|
|
2024
Q4 | $348K | Hold |
2,742
| – | – | 0.01% | 73 |
|
|
2024
Q3 | $322K | Hold |
2,742
| – | – | 0.01% | 68 |
|
|
2024
Q2 | $303K | Sell |
2,742
-95
| -3% | -$10.5K | 0.01% | 65 |
|
|
2024
Q1 | $324K | Sell |
2,837
-391
| -12% | -$44.6K | 0.01% | 65 |
|
|
2023
Q4 | $337K | Buy |
3,228
+30
| +0.9% | +$3.13K | 0.01% | 65 |
|
|
2023
Q3 | $292K | Sell |
3,198
-507
| -14% | -$46.3K | 0.01% | 68 |
|
|
2023
Q2 | $358K | Sell |
3,705
-142
| -4% | -$13.7K | 0.01% | 59 |
|
|
2023
Q1 | $350K | Hold |
3,847
| – | – | 0.01% | 57 |
|
|
2022
Q4 | $322K | Sell |
3,847
-637
| -14% | -$53.3K | 0.01% | 60 |
|
|
2022
Q3 | $352K | Sell |
4,484
-1,864
| -29% | -$146K | 0.02% | 52 |
|
|
2022
Q2 | $503K | Buy |
+6,348
| New | +$503K | 0.03% | 41 |
|