SkyOak Wealth’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 | $446K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $288K | Buy |
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