PDS 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
Q3 | $356K | Buy |
|
|||||
|
2025
Q2 | $346K | Buy |
|
|||||
|
2025
Q1 | $293K | Sell |
|
|||||
|
2024
Q4 | $318K | Buy |
|
|||||
|
2024
Q3 | $294K | Buy |
|
|||||
|
2024
Q2 | $276K | Buy |
|
|||||
|
2024
Q1 | $285K | Buy |
|
|||||
|
2023
Q4 | $261K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $203K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $210K | Buy |
|
|||||
|
2021
Q4 | $240K | Buy |
|
|||||
|
2021
Q3 | $233K | Hold |
|
|||||
|
2021
Q2 | $235K | Buy |
|
|||||
|
2021
Q1 | $212K | Hold |
|
|||||
|
2020
Q4 | $213K | Buy |
|