SIA
Schechter Investment Advisors’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
Q1 | $256K | Hold |
2,183
| – | – | 0.02% | 508 |
|
|
2024
Q4 | $277K | Hold |
2,183
| – | – | 0.02% | 510 |
|
|
2024
Q3 | $256K | Hold |
2,183
| – | – | 0.02% | 529 |
|
|
2024
Q2 | $241K | Hold |
2,183
| – | – | 0.02% | 516 |
|
|
2024
Q1 | $249K | Hold |
2,183
| – | – | 0.02% | 535 |
|
|
2023
Q4 | $228K | Buy |
+2,183
| New | +$228K | 0.02% | 528 |
|
|
2023
Q3 | – | Sell |
-2,183
| Closed | -$211K | – | 654 |
|
|
2023
Q2 | $211K | Buy |
+2,183
| New | +$211K | 0.02% | 580 |
|