Sound View Wealth Advisors Group’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
Q2 | $1.08M | Sell |
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|
2025
Q1 | $919K | Sell |
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|
2024
Q4 | $992K | Sell |
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|
2024
Q3 | $924K | Sell |
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|
2024
Q2 | $880K | Hold |
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|
2024
Q1 | $911K | Sell |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $838K | Buy |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $771K | Sell |
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|
2022
Q1 | $982K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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