Sound Income Strategies’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 | $106K | Sell |
768
-110
| -13% | -$15.2K | 0.01% | 373 |
|
|
2025
Q1 | $103K | Buy |
878
+13
| +2% | +$1.53K | 0.01% | 386 |
|
|
2024
Q4 | $110K | Buy |
865
+219
| +34% | +$27.8K | 0.01% | 340 |
|
|
2024
Q3 | $75.8K | Sell |
646
-32
| -5% | -$3.76K | ﹤0.01% | 382 |
|
|
2024
Q2 | $74.8K | Sell |
678
-138
| -17% | -$15.2K | ﹤0.01% | 376 |
|
|
2024
Q1 | $93.2K | Buy |
816
+153
| +23% | +$17.5K | 0.01% | 323 |
|
|
2023
Q4 | $69.3K | Sell |
663
-175
| -21% | -$18.3K | 0.01% | 348 |
|
|
2023
Q3 | $76.6K | Sell |
838
-60
| -7% | -$5.48K | 0.01% | 245 |
|
|
2023
Q2 | $86.8K | Sell |
898
-140
| -13% | -$13.5K | 0.01% | 232 |
|
|
2023
Q1 | $94.5K | Sell |
1,038
-358
| -26% | -$32.6K | 0.01% | 202 |
|
|
2022
Q4 | $117K | Sell |
1,396
-168
| -11% | -$14K | 0.01% | 180 |
|
|
2022
Q3 | $123K | Sell |
1,564
-195
| -11% | -$15.3K | 0.02% | 155 |
|
|
2022
Q2 | $139K | Sell |
1,759
-94
| -5% | -$7.43K | 0.02% | 148 |
|
|
2022
Q1 | $186K | Sell |
1,853
-70
| -4% | -$7.03K | 0.02% | 143 |
|
|
2021
Q4 | $222K | Sell |
1,923
-19
| -1% | -$2.19K | 0.03% | 142 |
|
|
2021
Q3 | $218K | Sell |
1,942
-169
| -8% | -$19K | 0.03% | 139 |
|
|
2021
Q2 | $239K | Buy |
2,111
+2,010
| +1,990% | +$228K | 0.03% | 133 |
|
|
2021
Q1 | $10.3K | Hold |
101
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $10K | Buy |
101
+1
| +1% | +$99 | ﹤0.01% | 451 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 374 |
|
|
2019
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 373 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 387 |
|
|
2019
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 395 |
|