Piedmont Capital Management’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 | $8.47M | Sell |
61,082
-992
| -2% | -$138K | 4.9% | 8 |
|
|
2025
Q1 | $6.48M | Buy |
62,074
+2,842
| +5% | +$297K | 4.65% | 7 |
|
|
2024
Q4 | $7.54M | Buy |
+59,232
| New | +$7.54M | 4.55% | 8 |
|
|
2024
Q3 | – | Sell |
-62,744
| Closed | -$7.05M | – | 55 |
|
|
2024
Q2 | $7.05M | Hold |
62,744
| – | – | 4.79% | 8 |
|
|
2024
Q1 | $7.05M | Sell |
62,744
-969
| -2% | -$109K | 4.79% | 8 |
|
|
2023
Q4 | $6.66M | Sell |
63,713
-789
| -1% | -$82.4K | 4.85% | 8 |
|
|
2023
Q3 | $5.89M | Sell |
64,502
-2,248
| -3% | -$205K | 4.7% | 7 |
|
|
2023
Q2 | $6.45M | Buy |
+66,750
| New | +$6.45M | 4.89% | 7 |
|