Processus Wealth & Capital Management’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 | $3.49M | Sell |
25,169
-227
| -0.9% | -$31.5K | 2.76% | 14 |
|
2025
Q1 | $2.98M | Buy |
25,396
+517
| +2% | +$60.7K | 2.54% | 17 |
|
2024
Q4 | $3.15M | Sell |
24,879
-573
| -2% | -$72.6K | 2.51% | 15 |
|
2024
Q3 | $2.99M | Sell |
25,452
-795
| -3% | -$93.2K | 2.46% | 18 |
|
2024
Q2 | $2.9M | Buy |
26,247
+152
| +0.6% | +$16.8K | 2.4% | 17 |
|
2024
Q1 | $2.98M | Buy |
26,095
+1,020
| +4% | +$116K | 2.64% | 17 |
|
2023
Q4 | $2.62M | Buy |
+25,075
| New | +$2.62M | 2.62% | 15 |
|