Spire 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
$1.83M Buy
2025
Q2
$1.6M Sell
2025
Q1
$1.41M Buy
2024
Q4
$1.46M Buy
2024
Q3
$922K Buy
2024
Q2
$860K Sell
2024
Q1
$904K Buy
2023
Q4
$788K Buy
2023
Q3
$601K Sell
2023
Q2
$645K Sell
2023
Q1
$1.51M Buy
2022
Q4
$517K Sell
2022
Q3
$489K Buy
2022
Q2
$447K Sell
2022
Q1
$669K Sell
2021
Q4
$1.9M Buy
2021
Q3
$1.73M Sell
2021
Q2
$2.01M Buy
2021
Q1
$1.77M Buy