Portland Global 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 | $281K | Hold |
2,026
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $238K | Hold |
2,026
| – | – | 0.03% | 124 |
|
|
2024
Q4 | $257K | Hold |
2,026
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $238K | Hold |
2,026
| – | – | 0.03% | 128 |
|
|
2024
Q2 | $224K | Hold |
2,026
| – | – | 0.03% | 124 |
|
|
2024
Q1 | $231K | Hold |
2,026
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $212K | Buy |
+2,026
| New | +$212K | 0.03% | 125 |
|
|
2022
Q1 | – | Sell |
-1,898
| Closed | -$219K | – | 151 |
|
|
2021
Q4 | $219K | Hold |
1,898
| – | – | 0.04% | 152 |
|
|
2021
Q3 | $213K | Hold |
1,898
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $215K | Buy |
+1,898
| New | +$215K | 0.04% | 148 |
|