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