SW
SkyOak Wealth’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 | $435K | Hold |
3,134
| – | – | 0.09% | 137 |
|
|
2025
Q1 | $368K | Sell |
3,134
-111
| -3% | -$13K | 0.08% | 140 |
|
|
2024
Q4 | $411K | Sell |
3,245
-17
| -0.5% | -$2.16K | 0.09% | 133 |
|
|
2024
Q3 | $383K | Hold |
3,262
| – | – | 0.08% | 139 |
|
|
2024
Q2 | $360K | Sell |
3,262
-371
| -10% | -$40.9K | 0.08% | 147 |
|
|
2024
Q1 | $415K | Buy |
3,633
+113
| +3% | +$12.9K | 0.1% | 142 |
|
|
2023
Q4 | $368K | Sell |
3,520
-636
| -15% | -$66.4K | 0.1% | 146 |
|
|
2023
Q3 | $380K | Buy |
4,156
+259
| +7% | +$23.7K | 0.11% | 132 |
|
|
2023
Q2 | $377K | Buy |
3,897
+545
| +16% | +$52.7K | 0.11% | 141 |
|
|
2023
Q1 | $305K | Sell |
3,352
-52
| -2% | -$4.74K | 0.09% | 162 |
|
|
2022
Q4 | $285K | Buy |
3,404
+237
| +7% | +$19.8K | 0.1% | 165 |
|
|
2022
Q3 | $248K | Buy |
3,167
+312
| +11% | +$24.4K | 0.09% | 174 |
|
|
2022
Q2 | $226K | Sell |
2,855
-14
| -0.5% | -$1.11K | 0.08% | 180 |
|
|
2022
Q1 | $288K | Buy |
+2,869
| New | +$288K | 0.08% | 182 |
|