St. Clair Advisors’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
$521K Hold
2025
Q2
$507K Hold
2025
Q1
$430K Hold
2024
Q4
$464K Hold
2024
Q3
$429K Hold
2024
Q2
$404K Hold
2024
Q1
$418K Hold
2023
Q4
$382K Hold
2023
Q3
$334K Hold
2023
Q2
$353K Hold
2023
Q1
$333K Hold
2022
Q4
$306K Hold
2022
Q3
$287K Hold
2022
Q2
$290K Hold
2022
Q1
$368K Hold
2021
Q4
$421K Hold
2021
Q3
$410K Hold
2021
Q2
$414K Hold
2021
Q1
$373K Hold
2020
Q4
$375K Buy