Paladin Advisory Group’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 | $427K | Sell |
3,081
-89
| -3% | -$12.3K | 0.33% | 56 |
|
|
2025
Q1 | $372K | Sell |
3,170
-13
| -0.4% | -$1.53K | 0.3% | 57 |
|
|
2024
Q4 | $403K | Sell |
3,183
-10
| -0.3% | -$1.27K | 0.31% | 56 |
|
|
2024
Q3 | $375K | Hold |
3,193
| – | – | 0.28% | 62 |
|
|
2024
Q2 | $350K | Sell |
3,193
-48
| -1% | -$5.27K | 0.27% | 60 |
|
|
2024
Q1 | $368K | Sell |
3,241
-123
| -4% | -$14K | 0.29% | 57 |
|
|
2023
Q4 | $351K | Sell |
3,364
-72
| -2% | -$7.52K | 0.29% | 57 |
|
|
2023
Q3 | $314K | Sell |
3,436
-154
| -4% | -$14.1K | 0.26% | 64 |
|
|
2023
Q2 | $347K | Hold |
3,590
| – | – | 0.28% | 62 |
|
|
2023
Q1 | $327K | Buy |
+3,590
| New | +$327K | 0.27% | 66 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 121 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 120 |
|
|
2022
Q2 | – | Sell |
-7,417
| Closed | -$750K | – | 121 |
|
|
2022
Q1 | $750K | Buy |
+7,417
| New | +$750K | 0.61% | 44 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 119 |
|