St. Clair Advisors’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 | $507K | Hold |
3,658
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $430K | Hold |
3,658
| – | – | 0.12% | 66 |
|
|
2024
Q4 | $464K | Hold |
3,658
| – | – | 0.13% | 65 |
|
|
2024
Q3 | $429K | Hold |
3,658
| – | – | 0.12% | 69 |
|
|
2024
Q2 | $404K | Hold |
3,658
| – | – | 0.13% | 66 |
|
|
2024
Q1 | $418K | Hold |
3,658
| – | – | 0.14% | 67 |
|
|
2023
Q4 | $382K | Hold |
3,658
| – | – | 0.13% | 71 |
|
|
2023
Q3 | $334K | Hold |
3,658
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $353K | Hold |
3,658
| – | – | 0.14% | 71 |
|
|
2023
Q1 | $333K | Hold |
3,658
| – | – | 0.15% | 70 |
|
|
2022
Q4 | $306K | Hold |
3,658
| – | – | 0.19% | 47 |
|
|
2022
Q3 | $287K | Hold |
3,658
| – | – | 0.23% | 32 |
|
|
2022
Q2 | $290K | Hold |
3,658
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $368K | Hold |
3,658
| – | – | 0.25% | 35 |
|
|
2021
Q4 | $421K | Hold |
3,658
| – | – | 0.24% | 36 |
|
|
2021
Q3 | $410K | Hold |
3,658
| – | – | 0.28% | 34 |
|
|
2021
Q2 | $414K | Hold |
3,658
| – | – | 0.31% | 25 |
|
|
2021
Q1 | $373K | Hold |
3,658
| – | – | 0.3% | 27 |
|
|
2020
Q4 | $375K | Buy |
+3,658
| New | +$375K | 0.35% | 31 |
|