Pineridge Advisors’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 | $149K | Sell |
1,076
-34
| -3% | -$4.71K | 0.05% | 58 |
|
|
2025
Q1 | $130K | Sell |
1,110
-92
| -8% | -$10.8K | 0.05% | 62 |
|
|
2024
Q4 | $152K | Sell |
1,202
-123
| -9% | -$15.6K | 0.06% | 63 |
|
|
2024
Q3 | $155K | Sell |
1,325
-74
| -5% | -$8.68K | 0.06% | 72 |
|
|
2024
Q2 | $154K | Sell |
1,399
-10
| -0.7% | -$1.1K | 0.05% | 74 |
|
|
2024
Q1 | $161K | Sell |
1,409
-562
| -29% | -$64.1K | 0.06% | 67 |
|
|
2023
Q4 | $206K | Buy |
+1,971
| New | +$206K | 0.07% | 67 |
|