SI
Saxon Interests’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 | $622K | Hold |
5,292
| – | – | 0.29% | 78 |
|
|
2025
Q1 | $622K | Sell |
5,292
-253
| -5% | -$29.7K | 0.29% | 78 |
|
|
2024
Q4 | $703K | Sell |
5,545
-193
| -3% | -$24.5K | 0.31% | 75 |
|
|
2024
Q3 | $673K | Sell |
5,738
-9,389
| -62% | -$1.1M | 0.31% | 80 |
|
|
2024
Q2 | $1.67M | Sell |
15,127
-4,950
| -25% | -$546K | 0.79% | 35 |
|
|
2024
Q1 | $2.29M | Sell |
20,077
-29
| -0.1% | -$3.31K | 1.09% | 21 |
|
|
2023
Q4 | $2.1M | Buy |
+20,106
| New | +$2.1M | 1.05% | 22 |
|
|
2023
Q3 | – | Sell |
-16,903
| Closed | -$1.63M | – | 128 |
|
|
2023
Q2 | $1.63M | Buy |
+16,903
| New | +$1.63M | 0.87% | 28 |
|
|
2022
Q3 | – | Sell |
-3,665
| Closed | -$290K | – | 156 |
|
|
2022
Q2 | $290K | Buy |
+3,665
| New | +$290K | 0.18% | 119 |
|