Perfromance Wealth Partners’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 | $428K | Hold |
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|
2025
Q2 | $417K | Hold |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $253K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $229K | Hold |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $343K | Buy |
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