SFO
Standard Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
3,300
| – | – | 0.54% | 3 |
|
|
2025
Q1 | $388K | Sell |
3,300
-2,478
| -43% | -$291K | 0.51% | 4 |
|
|
2024
Q4 | $732K | Hold |
5,778
| – | – | 0.89% | 4 |
|
|
2024
Q3 | $678K | Hold |
5,778
| – | – | 0.82% | 5 |
|
|
2024
Q2 | $638K | Hold |
5,778
| – | – | 0.82% | 5 |
|
|
2024
Q1 | $660K | Buy |
+5,778
| New | +$660K | 0.88% | 3 |
|