Prosperity Planning’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 | $340K | Sell |
2,450
-78
| -3% | -$10.8K | 0.1% | 88 |
|
|
2025
Q1 | $297K | Sell |
2,528
-149
| -6% | -$17.5K | 0.09% | 90 |
|
|
2024
Q4 | $339K | Sell |
2,677
-155
| -5% | -$19.6K | 0.11% | 82 |
|
|
2024
Q3 | $332K | Sell |
2,832
-30
| -1% | -$3.52K | 0.11% | 87 |
|
|
2024
Q2 | $316K | Sell |
2,862
-22
| -0.8% | -$2.43K | 0.11% | 85 |
|
|
2024
Q1 | $329K | Sell |
2,884
-61
| -2% | -$6.96K | 0.11% | 78 |
|
|
2023
Q4 | $308K | Sell |
2,945
-158
| -5% | -$16.5K | 0.12% | 79 |
|
|
2023
Q3 | $283K | Sell |
3,103
-98
| -3% | -$8.95K | 0.12% | 75 |
|
|
2023
Q2 | $309K | Buy |
3,201
+140
| +5% | +$13.5K | 0.13% | 74 |
|
|
2023
Q1 | $279K | Buy |
3,061
+239
| +8% | +$21.8K | 0.12% | 75 |
|
|
2022
Q4 | $241K | Hold |
2,822
| – | – | 0.12% | 72 |
|
|
2022
Q3 | $221K | Buy |
+2,822
| New | +$221K | 0.12% | 79 |
|