Partners in Financial Planning’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
Q2 | $472K | Hold |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $431K | Hold |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $388K | Hold |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $373K | Buy |
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