Oxford Financial Group’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 | $778K | Hold |
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|
2025
Q2 | $757K | Hold |
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|
2025
Q1 | $642K | Hold |
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|
2024
Q4 | $692K | Hold |
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|
2024
Q3 | $641K | Hold |
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|
2024
Q2 | $603K | Hold |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $574K | Sell |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $548K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $449K | Hold |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $987K | Buy |
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|
2021
Q3 | $462K | Sell |
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|
2021
Q2 | $981K | Sell |
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|
2021
Q1 | $929K | Sell |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $930K | Sell |
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|
2020
Q2 | $865K | Sell |
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|
2020
Q1 | $672K | Hold |
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|
2019
Q4 | $843K | Buy |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $453K | Hold |
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|
2018
Q4 | $380K | Hold |
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|
2018
Q3 | $453K | Sell |
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|
2018
Q2 | $503K | Hold |
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|
2018
Q1 | $488K | Hold |
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|
2017
Q4 | $478K | Buy |
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|
2017
Q3 | $218K | Buy |
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