Sage Mountain Advisors’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 | $508K | Hold |
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|
2025
Q2 | $494K | Hold |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $813K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $374K | Buy |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $333K | Hold |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $346K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $308K | Buy |
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