Stage Harbor Financial’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 | $325K | Hold |
2,340
| – | – | 0.26% | 41 |
|
|
2025
Q1 | $275K | Sell |
2,340
-168
| -7% | -$19.7K | 0.23% | 49 |
|
|
2024
Q4 | $318K | Buy |
2,508
+168
| +7% | +$21.3K | 0.28% | 42 |
|
|
2024
Q3 | $284K | Hold |
2,340
| – | – | 0.26% | 38 |
|
|
2024
Q2 | $258K | Hold |
2,340
| – | – | 0.25% | 33 |
|
|
2024
Q1 | $267K | Sell |
2,340
-279
| -11% | -$31.8K | 0.24% | 37 |
|
|
2023
Q4 | $274K | Buy |
+2,619
| New | +$274K | 0.26% | 33 |
|