Sigma Investment Counselors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,741
| – | – | 0.01% | 185 |
|
|
2025
Q1 | $205K | Hold |
1,741
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $221K | Hold |
1,741
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $204K | Buy |
+1,741
| New | +$204K | 0.01% | 195 |
|
|
2021
Q1 | – | Sell |
-2,184
| Closed | -$224K | – | 182 |
|
|
2020
Q4 | $224K | Buy |
+2,184
| New | +$224K | 0.02% | 161 |
|
|
2017
Q1 | – | Sell |
-4,256
| Closed | -$207K | – | 137 |
|
|
2016
Q4 | $207K | Buy |
+4,256
| New | +$207K | 0.03% | 122 |
|