Rockwood Wealth Management’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 | $776K | Sell |
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|
2025
Q2 | $757K | Buy |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $695K | Hold |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $894K | Buy |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $700K | Hold |
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|
2023
Q2 | $740K | Hold |
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|
2023
Q1 | $697K | Hold |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $628K | Hold |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $1.15M | Buy |
|