Pinnacle Wealth Management Advisory Group’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
Q2 | – | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $227K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $346K | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $272K | Hold |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | $205K | Buy |
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