Rothschild Capital Partners’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 | $251K | Sell |
1,809
-1,166
| -39% | -$162K | 0.07% | 76 |
|
|
2025
Q1 | $350K | Sell |
2,975
-527
| -15% | -$61.9K | 0.09% | 58 |
|
|
2024
Q4 | $444K | Sell |
3,502
-612
| -15% | -$77.6K | 0.11% | 53 |
|
|
2024
Q3 | $483K | Sell |
4,114
-14
| -0.3% | -$1.64K | 0.13% | 37 |
|
|
2024
Q2 | $456K | Buy |
4,128
+628
| +18% | +$69.3K | 0.13% | 34 |
|
|
2024
Q1 | $399K | Buy |
3,500
+938
| +37% | +$107K | 0.12% | 34 |
|
|
2023
Q4 | $268K | Buy |
+2,562
| New | +$268K | 0.08% | 36 |
|