RFG Advisory’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 | $636K | Sell |
4,589
-1,704
| -27% | -$236K | 0.02% | 542 |
|
|
2025
Q1 | $739K | Buy |
6,293
+2,600
| +70% | +$305K | 0.02% | 473 |
|
|
2024
Q4 | $468K | Buy |
+3,693
| New | +$468K | 0.01% | 542 |
|
|
2023
Q4 | – | Sell |
-37,752
| Closed | -$3.45M | – | 662 |
|
|
2023
Q3 | $3.45M | Buy |
+37,752
| New | +$3.45M | 0.15% | 108 |
|
|
2020
Q4 | – | Sell |
-2,482
| Closed | -$215K | – | 451 |
|
|
2020
Q3 | $215K | Buy |
+2,482
| New | +$215K | 0.03% | 372 |
|