Pacific Sun Financial’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 | $323K | Buy |
2,328
+59
| +3% | +$8.18K | 0.17% | 150 |
|
|
2025
Q1 | $267K | Buy |
2,269
+55
| +2% | +$6.46K | 0.15% | 156 |
|
|
2024
Q4 | $281K | Sell |
2,214
-60
| -3% | -$7.61K | 0.15% | 152 |
|
|
2024
Q3 | $267K | Sell |
2,274
-35
| -2% | -$4.11K | 0.15% | 153 |
|
|
2024
Q2 | $255K | Sell |
2,309
-100
| -4% | -$11K | 0.15% | 152 |
|
|
2024
Q1 | $275K | Hold |
2,409
| – | – | 0.16% | 151 |
|
|
2023
Q4 | $252K | Hold |
2,409
| – | – | 0.16% | 149 |
|
|
2023
Q3 | $220K | Buy |
2,409
+6
| +0.2% | +$548 | 0.15% | 153 |
|
|
2023
Q2 | $219K | Buy |
+2,403
| New | +$219K | 0.15% | 162 |
|
|
2022
Q4 | $218K | Hold |
2,603
| – | – | 0.15% | 161 |
|
|
2022
Q3 | $204K | Hold |
2,603
| – | – | 0.14% | 168 |
|
|
2022
Q2 | $206K | Buy |
2,603
+13
| +0.5% | +$1.03K | 0.14% | 171 |
|
|
2022
Q1 | $260K | Hold |
2,590
| – | – | 0.14% | 159 |
|
|
2021
Q4 | $298K | Sell |
2,590
-10
| -0.4% | -$1.15K | 0.16% | 149 |
|
|
2021
Q3 | $291K | Buy |
+2,600
| New | +$291K | 0.17% | 140 |
|
|
2020
Q3 | $220K | Buy |
+2,540
| New | +$220K | 0.18% | 139 |
|