Simplicity Wealth’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 | $5.51M | Buy |
39,718
+18,955
| +91% | +$2.63M | 0.23% | 97 |
|
|
2025
Q1 | $2.44M | Buy |
20,763
+17,697
| +577% | +$2.08M | 0.19% | 132 |
|
|
2024
Q4 | $389K | Sell |
3,066
-24,024
| -89% | -$3.04M | 0.08% | 197 |
|
|
2024
Q3 | $3.18M | Sell |
27,090
-30,978
| -53% | -$3.63M | 0.29% | 78 |
|
|
2024
Q2 | $6.41M | Sell |
58,068
-13,549
| -19% | -$1.5M | 0.14% | 148 |
|
|
2024
Q1 | $8.17M | Buy |
71,617
+26,527
| +59% | +$3.03M | 0.19% | 105 |
|
|
2023
Q4 | $4.71M | Buy |
45,090
+19,733
| +78% | +$2.06M | 1.82% | 14 |
|
|
2023
Q3 | $2.32M | Sell |
25,357
-8,058
| -24% | -$736K | 1.36% | 16 |
|
|
2023
Q2 | $3.23M | Sell |
33,415
-2,473
| -7% | -$239K | 2.01% | 15 |
|
|
2023
Q1 | $3.27M | Buy |
35,888
+10,339
| +40% | +$941K | 2.17% | 15 |
|
|
2022
Q4 | $2.14M | Buy |
+25,549
| New | +$2.14M | 1.89% | 17 |
|