PACK Private Wealth’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 | $1.25M | Hold |
9,031
| – | – | 0.66% | 14 |
|
|
2025
Q1 | $1.06M | Hold |
9,031
| – | – | 0.63% | 15 |
|
|
2024
Q4 | $1.14M | Hold |
9,031
| – | – | 0.67% | 15 |
|
|
2024
Q3 | $1.06M | Hold |
9,031
| – | – | 0.6% | 16 |
|
|
2024
Q2 | $997K | Hold |
9,031
| – | – | 0.62% | 16 |
|
|
2024
Q1 | $1.03M | Hold |
9,031
| – | – | 0.65% | 16 |
|
|
2023
Q4 | $943K | Sell |
9,031
-798
| -8% | -$83.4K | 0.64% | 16 |
|
|
2023
Q3 | $893K | Sell |
9,829
-36
| -0.4% | -$3.27K | 0.67% | 16 |
|
|
2023
Q2 | $953K | Hold |
9,865
| – | – | 0.71% | 16 |
|
|
2023
Q1 | $898K | Buy |
9,865
+721
| +8% | +$65.6K | 0.71% | 16 |
|
|
2022
Q4 | $764K | Hold |
9,144
| – | – | 0.66% | 16 |
|
|
2022
Q3 | $717K | Hold |
9,144
| – | – | 0.67% | 17 |
|
|
2022
Q2 | $724K | Buy |
9,144
+102
| +1% | +$8.08K | 0.66% | 17 |
|
|
2022
Q1 | $909K | Sell |
9,042
-321
| -3% | -$32.3K | 0.75% | 15 |
|
|
2021
Q4 | $1.08M | Buy |
+9,363
| New | +$1.08M | 0.86% | 15 |
|