Rockwood Wealth 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 | $757K | Buy |
5,459
+8
| +0.1% | +$1.11K | 0.07% | 50 |
|
|
2025
Q1 | $640K | Hold |
5,451
| – | – | 0.07% | 48 |
|
|
2024
Q4 | $695K | Hold |
5,451
| – | – | 0.08% | 43 |
|
|
2024
Q3 | $639K | Buy |
5,451
+108
| +2% | +$12.7K | 0.07% | 47 |
|
|
2024
Q2 | $590K | Sell |
5,343
-2,492
| -32% | -$275K | 0.07% | 45 |
|
|
2024
Q1 | $894K | Buy |
7,835
+292
| +4% | +$33.3K | 0.12% | 34 |
|
|
2023
Q4 | $788K | Sell |
7,543
-115
| -2% | -$12K | 0.12% | 36 |
|
|
2023
Q3 | $700K | Hold |
7,658
| – | – | 0.12% | 36 |
|
|
2023
Q2 | $740K | Hold |
7,658
| – | – | 0.13% | 39 |
|
|
2023
Q1 | $697K | Hold |
7,658
| – | – | 0.14% | 36 |
|
|
2022
Q4 | $640K | Sell |
7,658
-350
| -4% | -$29.3K | 0.15% | 36 |
|
|
2022
Q3 | $628K | Hold |
8,008
| – | – | 0.2% | 30 |
|
|
2022
Q2 | $634K | Sell |
8,008
-1,320
| -14% | -$105K | 0.3% | 28 |
|
|
2022
Q1 | $937K | Sell |
9,328
-688
| -7% | -$69.1K | 0.45% | 17 |
|
|
2021
Q4 | $1.15M | Buy |
+10,016
| New | +$1.15M | 0.51% | 19 |
|