Ruggaard & Associates’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 | $721K | Sell |
5,200
-181
| -3% | -$25.1K | 0.29% | 47 |
|
|
2025
Q1 | $632K | Hold |
5,381
| – | – | 0.28% | 52 |
|
|
2024
Q4 | $682K | Sell |
5,381
-219
| -4% | -$27.8K | 0.3% | 43 |
|
|
2024
Q3 | $657K | Hold |
5,600
| – | – | 0.29% | 48 |
|
|
2024
Q2 | $618K | Hold |
5,600
| – | – | 0.29% | 51 |
|
|
2024
Q1 | $639K | Hold |
5,600
| – | – | 0.3% | 47 |
|
|
2023
Q4 | $585K | Hold |
5,600
| – | – | 0.31% | 49 |
|
|
2023
Q3 | $512K | Hold |
5,600
| – | – | 0.3% | 52 |
|
|
2023
Q2 | $541K | Hold |
5,600
| – | – | 0.32% | 49 |
|
|
2023
Q1 | $510K | Buy |
+5,600
| New | +$510K | 0.31% | 51 |
|