SWM
Shakespeare Wealth Management’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 | $2.31M | Buy |
16,659
+1,659
| +11% | +$230K | 0.62% | 19 |
|
|
2025
Q1 | $1.76M | Sell |
15,000
-111
| -0.7% | -$13K | 0.47% | 23 |
|
|
2024
Q4 | $1.92M | Sell |
15,111
-1,016
| -6% | -$129K | 0.52% | 23 |
|
|
2024
Q3 | $1.89M | Buy |
16,127
+240
| +2% | +$28.2K | 0.49% | 24 |
|
|
2024
Q2 | $1.75M | Sell |
15,887
-975
| -6% | -$108K | 0.51% | 24 |
|
|
2024
Q1 | $1.92M | Sell |
16,862
-654
| -4% | -$74.6K | 0.56% | 23 |
|
|
2023
Q4 | $1.83M | Buy |
17,516
+253
| +1% | +$26.4K | 0.57% | 24 |
|
|
2023
Q3 | $1.58M | Sell |
17,263
-272
| -2% | -$24.8K | 0.55% | 24 |
|
|
2023
Q2 | $1.69M | Sell |
17,535
-440
| -2% | -$42.5K | 0.58% | 22 |
|
|
2023
Q1 | $1.64M | Sell |
17,975
-566
| -3% | -$51.5K | 0.58% | 22 |
|
|
2022
Q4 | $1.55M | Sell |
18,541
-863
| -4% | -$72.1K | 0.57% | 23 |
|
|
2022
Q3 | $1.52M | Sell |
19,404
-590
| -3% | -$46.3K | 0.64% | 25 |
|
|
2022
Q2 | $1.6M | Buy |
19,994
+1,068
| +6% | +$85.6K | 0.65% | 26 |
|
|
2022
Q1 | $1.94M | Buy |
18,926
+1,144
| +6% | +$117K | 0.7% | 23 |
|
|
2021
Q4 | $2.05M | Buy |
17,782
+1,337
| +8% | +$154K | 0.73% | 23 |
|
|
2021
Q3 | $1.86M | Sell |
16,445
-97
| -0.6% | -$11K | 0.71% | 23 |
|
|
2021
Q2 | $1.91M | Sell |
16,542
-1,183
| -7% | -$136K | 0.73% | 24 |
|
|
2021
Q1 | $1.81M | Sell |
17,725
-220
| -1% | -$22.5K | 0.74% | 23 |
|
|
2020
Q4 | $1.84M | Buy |
17,945
+8,819
| +97% | +$905K | 0.8% | 22 |
|
|
2020
Q3 | $1.58M | Sell |
9,126
-51
| -0.6% | -$8.82K | 0.83% | 21 |
|
|
2020
Q2 | $1.45M | Buy |
+9,177
| New | +$1.45M | 0.85% | 24 |
|