Prestige Wealth Management 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 | $578K | Hold |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $577K | Hold |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $502K | Hold |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $511K | Sell |
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|
2023
Q3 | $448K | Sell |
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|
2023
Q2 | $490K | Hold |
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|
2023
Q1 | $462K | Hold |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $607K | Sell |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $571K | Sell |
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|
2020
Q4 | $708K | Sell |
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|
2020
Q3 | $688K | Sell |
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|
2020
Q2 | $666K | Hold |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $957K | Sell |
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|
2019
Q3 | $890K | Sell |
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|
2019
Q2 | $903K | Sell |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $925K | Buy |
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