Partners in Financial Planning’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 | $472K | Hold |
3,403
| – | – | 0.09% | 69 |
|
|
2025
Q1 | $400K | Hold |
3,403
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $431K | Hold |
3,403
| – | – | 0.09% | 72 |
|
|
2024
Q3 | $399K | Hold |
3,403
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $376K | Hold |
3,403
| – | – | 0.08% | 73 |
|
|
2024
Q1 | $388K | Hold |
3,403
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $356K | Hold |
3,403
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $311K | Sell |
3,403
-4
| -0.1% | -$365 | 0.08% | 77 |
|
|
2023
Q2 | $329K | Hold |
3,407
| – | – | 0.08% | 72 |
|
|
2023
Q1 | $310K | Hold |
3,407
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $283K | Sell |
3,407
-239
| -7% | -$19.8K | 0.08% | 78 |
|
|
2022
Q3 | $315K | Buy |
3,646
+58
| +2% | +$5.02K | 0.09% | 70 |
|
|
2022
Q2 | $321K | Buy |
3,588
+543
| +18% | +$48.6K | 0.1% | 73 |
|
|
2022
Q1 | $280K | Hold |
3,045
| – | – | 0.09% | 75 |
|
|
2021
Q4 | $303K | Sell |
3,045
-248
| -8% | -$24.7K | 0.09% | 73 |
|
|
2021
Q3 | $369K | Buy |
3,293
+1
| +0% | +$112 | 0.12% | 61 |
|
|
2021
Q2 | $373K | Buy |
+3,292
| New | +$373K | 0.12% | 61 |
|