Plancorp LLC’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 | $944K | Buy |
6,809
+2,047
| +43% | +$284K | 0.03% | 155 |
|
|
2025
Q1 | $559K | Buy |
4,762
+2,942
| +162% | +$346K | 0.02% | 194 |
|
|
2024
Q4 | $231K | Sell |
1,820
-102
| -5% | -$12.9K | 0.01% | 289 |
|
|
2024
Q3 | $225K | Buy |
1,922
+76
| +4% | +$8.92K | 0.01% | 283 |
|
|
2024
Q2 | $204K | Hold |
1,846
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $211K | Buy |
+1,846
| New | +$211K | 0.01% | 280 |
|
|
2021
Q3 | – | Sell |
-2,323
| Closed | -$263K | – | 240 |
|
|
2021
Q2 | $263K | Hold |
2,323
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $237K | Buy |
2,323
+104
| +5% | +$10.6K | 0.05% | 187 |
|
|
2020
Q4 | $228K | Buy |
+2,219
| New | +$228K | 0.06% | 185 |
|