PPWM
PFG Private Wealth Management’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 | – | Sell |
-26
| Closed | -$3.06K | – | 149 |
|
|
2025
Q1 | $3.06K | Hold |
26
| – | – | ﹤0.01% | 206 |
|
|
2024
Q4 | $3.3K | Sell |
26
-27
| -51% | -$3.42K | ﹤0.01% | 179 |
|
|
2024
Q3 | $6.22K | Buy |
53
+19
| +56% | +$2.23K | ﹤0.01% | 153 |
|
|
2024
Q2 | $3.75K | Sell |
34
-27
| -44% | -$2.98K | ﹤0.01% | 170 |
|
|
2024
Q1 | $6.96K | Hold |
61
| – | – | ﹤0.01% | 144 |
|
|
2023
Q4 | $6.37K | Hold |
61
| – | – | ﹤0.01% | 154 |
|
|
2023
Q3 | $5.57K | Hold |
61
| – | – | ﹤0.01% | 216 |
|
|
2023
Q2 | $5.89K | Hold |
61
| – | – | ﹤0.01% | 229 |
|
|
2023
Q1 | $5.55K | Sell |
61
-10
| -14% | -$910 | ﹤0.01% | 229 |
|
|
2022
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 210 |
|
|
2022
Q3 | $6K | Sell |
71
-561
| -89% | -$47.4K | ﹤0.01% | 205 |
|
|
2022
Q2 | $50K | Buy |
632
+68
| +12% | +$5.38K | 0.03% | 149 |
|
|
2022
Q1 | $57K | Sell |
564
-16
| -3% | -$1.62K | 0.03% | 148 |
|
|
2021
Q4 | $67K | Sell |
580
-14,418
| -96% | -$1.67M | 0.03% | 150 |
|
|
2021
Q3 | $1.68M | Buy |
14,998
+713
| +5% | +$79.9K | 0.98% | 21 |
|
|
2021
Q2 | $1.62M | Buy |
14,285
+304
| +2% | +$34.4K | 1.05% | 22 |
|
|
2021
Q1 | $1.43M | Sell |
13,981
-623
| -4% | -$63.6K | 0.98% | 25 |
|
|
2020
Q4 | $1.5M | Buy |
14,604
+7,670
| +111% | +$787K | 1.15% | 23 |
|
|
2020
Q3 | $1.2M | Sell |
6,934
-105
| -1% | -$18.2K | 1.05% | 24 |
|
|
2020
Q2 | $1.11M | Buy |
7,039
+134
| +2% | +$21.2K | 1.05% | 23 |
|
|
2020
Q1 | $840K | Sell |
6,905
-317
| -4% | -$38.6K | 0.9% | 24 |
|
|
2019
Q4 | $1.1M | Buy |
+7,222
| New | +$1.1M | 0.98% | 26 |
|