PP
PDS Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
2,495
+2
| +0.1% | +$277 | 0.03% | 317 |
|
|
2025
Q1 | $293K | Sell |
2,493
-16
| -0.6% | -$1.88K | 0.02% | 333 |
|
|
2024
Q4 | $318K | Buy |
2,509
+3
| +0.1% | +$380 | 0.03% | 282 |
|
|
2024
Q3 | $294K | Buy |
2,506
+3
| +0.1% | +$352 | 0.03% | 300 |
|
|
2024
Q2 | $276K | Buy |
2,503
+2
| +0.1% | +$221 | 0.03% | 280 |
|
|
2024
Q1 | $285K | Buy |
2,501
+3
| +0.1% | +$342 | 0.03% | 274 |
|
|
2023
Q4 | $261K | Buy |
+2,498
| New | +$261K | 0.03% | 264 |
|
|
2023
Q3 | – | Sell |
-2,103
| Closed | -$203K | – | 353 |
|
|
2023
Q2 | $203K | Buy |
+2,103
| New | +$203K | 0.03% | 298 |
|
|
2022
Q2 | – | Sell |
-2,085
| Closed | -$210K | – | 236 |
|
|
2022
Q1 | $210K | Buy |
2,085
+3
| +0.1% | +$302 | 0.04% | 203 |
|
|
2021
Q4 | $240K | Buy |
2,082
+4
| +0.2% | +$461 | 0.05% | 164 |
|
|
2021
Q3 | $233K | Hold |
2,078
| – | – | 0.05% | 163 |
|
|
2021
Q2 | $235K | Buy |
2,078
+2
| +0.1% | +$226 | 0.06% | 157 |
|
|
2021
Q1 | $212K | Hold |
2,076
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $213K | Buy |
+2,076
| New | +$213K | 0.07% | 140 |
|