Sharkey, Howes & Javer’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $727K | Hold |
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|
2025
Q2 | $708K | Hold |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $647K | Hold |
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|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $601K | Hold |
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|
2024
Q1 | $621K | Hold |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $497K | Hold |
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|
2023
Q2 | $526K | Hold |
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|
2023
Q1 | $496K | Hold |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $826K | Hold |
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|
2021
Q2 | $834K | Sell |
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|
2021
Q1 | $790K | Buy |
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|
2020
Q4 | $775K | Buy |
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|
2020
Q3 | $653K | Buy |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $459K | Hold |
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|
2019
Q4 | $576K | Buy |
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|
2019
Q3 | $385K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $235K | Buy |
|