Perigon Wealth Management’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 | $605K | Sell |
|
|||||
|
2025
Q2 | $750K | Sell |
|
|||||
|
2025
Q1 | $648K | Hold |
|
|||||
|
2024
Q4 | $725K | Sell |
|
|||||
|
2024
Q3 | $664K | Buy |
|
|||||
|
2024
Q2 | $618K | Buy |
|
|||||
|
2024
Q1 | $629K | Buy |
|
|||||
|
2023
Q4 | $503K | Buy |
|
|||||
|
2023
Q3 | $324K | Sell |
|
|||||
|
2023
Q2 | $479K | Buy |
|
|||||
|
2023
Q1 | $323K | Buy |
|
|||||
|
2022
Q4 | $268K | Buy |
|
|||||
|
2022
Q3 | $251K | Hold |
|
|||||
|
2022
Q2 | $254K | Buy |
|
|||||
|
2022
Q1 | $308K | Hold |
|
|||||
|
2021
Q4 | $353K | Hold |
|
|||||
|
2021
Q3 | $343K | Hold |
|
|||||
|
2021
Q2 | $346K | Hold |
|
|||||
|
2021
Q1 | $312K | Hold |
|
|||||
|
2020
Q4 | $314K | Hold |
|
|||||
|
2020
Q3 | $264K | Hold |
|
|||||
|
2020
Q2 | $242K | Hold |
|
|||||
|
2020
Q1 | $201K | Sell |
|
|||||
|
2019
Q4 | $237K | Buy |
|
|||||
|
2019
Q3 | $219K | Hold |
|
|||||
|
2019
Q2 | $218K | Hold |
|
|||||
|
2019
Q1 | $215K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $341K | Buy |
|
|||||
|
2018
Q2 | $308K | Hold |
|
|||||
|
2018
Q1 | $299K | Hold |
|
|||||
|
2017
Q4 | $293K | Hold |
|
|||||
|
2017
Q3 | $275K | Hold |
|
|||||
|
2017
Q2 | $263K | Hold |
|
|||||
|
2017
Q1 | $252K | Hold |
|
|||||
|
2016
Q4 | $253K | Buy |
|