Retirement Income Solutions’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
Q3 | $771K | Hold |
|
|||||
|
2025
Q2 | $751K | Hold |
|
|||||
|
2025
Q1 | $636K | Hold |
|
|||||
|
2024
Q4 | $687K | Hold |
|
|||||
|
2024
Q3 | $635K | Hold |
|
|||||
|
2024
Q2 | $598K | Sell |
|
|||||
|
2024
Q1 | $674K | Hold |
|
|||||
|
2023
Q4 | $617K | Sell |
|
|||||
|
2023
Q3 | $546K | Hold |
|
|||||
|
2023
Q2 | $577K | Hold |
|
|||||
|
2023
Q1 | $544K | Sell |
|
|||||
|
2022
Q4 | $510K | Sell |
|
|||||
|
2022
Q3 | $538K | Hold |
|
|||||
|
2022
Q2 | $538K | Buy |
|
|||||
|
2022
Q1 | $594K | Hold |
|
|||||
|
2021
Q4 | $681K | Buy |
|
|||||
|
2021
Q3 | $630K | Hold |
|
|||||
|
2021
Q2 | $637K | Sell |
|
|||||
|
2021
Q1 | $593K | Hold |
|
|||||
|
2020
Q4 | $596K | Hold |
|
|||||
|
2020
Q3 | $502K | Sell |
|
|||||
|
2020
Q2 | $499K | Buy |
|
|||||
|
2020
Q1 | $347K | Hold |
|
|||||
|
2019
Q4 | $436K | Hold |
|
|||||
|
2019
Q3 | $404K | Sell |
|
|||||
|
2019
Q2 | $416K | Buy |
|
|||||
|
2019
Q1 | $309K | Hold |
|
|||||
|
2018
Q4 | $259K | Hold |
|
|||||
|
2018
Q3 | $309K | Hold |
|
|||||
|
2018
Q2 | $289K | Hold |
|
|||||
|
2018
Q1 | $280K | Buy |
|
|||||
|
2017
Q4 | $256K | Buy |
|