Perfromance Wealth Partners’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 | $417K | Hold |
3,005
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $353K | Buy |
3,005
+590
| +24% | +$69.3K | 0.01% | 122 |
|
|
2024
Q4 | $306K | Buy |
2,415
+42
| +2% | +$5.32K | 0.01% | 130 |
|
|
2024
Q3 | $278K | Buy |
2,373
+155
| +7% | +$18.2K | 0.01% | 153 |
|
|
2024
Q2 | $245K | Hold |
2,218
| – | – | 0.01% | 136 |
|
|
2024
Q1 | $253K | Hold |
2,218
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $232K | Hold |
2,218
| – | – | 0.01% | 147 |
|
|
2023
Q3 | $203K | Sell |
2,218
-162
| -7% | -$14.8K | 0.01% | 159 |
|
|
2023
Q2 | $229K | Hold |
2,380
| – | – | 0.01% | 168 |
|
|
2023
Q1 | $217K | Sell |
2,380
-600
| -20% | -$54.6K | 0.01% | 168 |
|
|
2022
Q4 | $249K | Hold |
2,980
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $234K | Hold |
2,980
| – | – | 0.01% | 140 |
|
|
2022
Q2 | $236K | Hold |
2,980
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $299K | Hold |
2,980
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $343K | Buy |
+2,980
| New | +$343K | 0.01% | 138 |
|