SVWG
Shared Vision Wealth Group’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 | $231K | Sell |
1,635
-373
| -19% | -$52.8K | 0.12% | 77 |
|
|
2025
Q1 | $236K | Hold |
2,008
| – | – | 0.13% | 72 |
|
|
2024
Q4 | $255K | Hold |
2,008
| – | – | 0.13% | 67 |
|
|
2024
Q3 | $236K | Hold |
2,008
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $222K | Hold |
2,008
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $229K | Hold |
2,008
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $210K | Buy |
+2,008
| New | +$210K | 0.14% | 76 |
|