Schechter Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Schechter Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$256K	Hold
2024 Q4	$277K	Hold
2024 Q3	$256K	Hold
2024 Q2	$241K	Hold
2024 Q1	$249K	Hold
2023 Q4	$228K	Buy
2023 Q3	–	Sell
2023 Q2	$211K	Buy