RFWA
RPg Family Wealth Advisory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,041
| Closed | -$357K | – | 106 |
|
|
2025
Q1 | $357K | Buy |
+3,041
| New | +$357K | 0.1% | 89 |
|
|
2024
Q3 | – | Sell |
-2,699
| Closed | -$298K | – | 95 |
|
|
2024
Q2 | $298K | Sell |
2,699
-13,474
| -83% | -$1.49M | 0.1% | 101 |
|
|
2024
Q1 | $1.85M | Buy |
16,173
+974
| +6% | +$111K | 0.58% | 52 |
|
|
2023
Q4 | $1.59M | Buy |
15,199
+8,030
| +112% | +$839K | 0.59% | 49 |
|
|
2023
Q3 | $656K | Sell |
7,169
-218
| -3% | -$20K | 0.27% | 73 |
|
|
2023
Q2 | $714K | Buy |
7,387
+331
| +5% | +$32K | 0.29% | 71 |
|
|
2023
Q1 | $642K | Buy |
+7,056
| New | +$642K | 0.35% | 53 |
|