Smith Salley Wealth Management’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 | $1.2M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.27M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $933K | Hold |
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|
2023
Q2 | $986K | Hold |
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|
2023
Q1 | $930K | Hold |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $829K | Buy |
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|
2022
Q2 | $809K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.23M | Hold |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $368K | Hold |
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|
2020
Q1 | $283K | Hold |
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|
2019
Q4 | $355K | Hold |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $332K | Buy |
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