PPS&V Asset Management Consultants’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 | $257K | Hold |
1,852
| – | – | 0.16% | 38 |
|
|
2025
Q1 | $218K | Hold |
1,852
| – | – | 0.16% | 37 |
|
|
2024
Q4 | $235K | Hold |
1,852
| – | – | 0.16% | 37 |
|
|
2024
Q3 | $217K | Hold |
1,852
| – | – | 0.15% | 39 |
|
|
2024
Q2 | $204K | Sell |
1,852
-55
| -3% | -$6.07K | 0.15% | 37 |
|
|
2024
Q1 | $218K | Sell |
1,907
-360
| -16% | -$41.1K | 0.16% | 35 |
|
|
2023
Q4 | $237K | Sell |
2,267
-217
| -9% | -$22.7K | 0.18% | 35 |
|
|
2023
Q3 | $227K | Buy |
2,484
+245
| +11% | +$22.4K | 0.2% | 36 |
|
|
2023
Q2 | $251K | Sell |
2,239
-360
| -14% | -$40.4K | 0.2% | 35 |
|
|
2023
Q1 | $237K | Sell |
2,599
-549
| -17% | -$50K | 0.2% | 36 |
|
|
2022
Q4 | $263K | Buy |
+3,148
| New | +$263K | 0.25% | 32 |
|