Stegner Investment Associates’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
Q2 | $611K | Hold |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $368K | Hold |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $771K | Buy |
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|
2021
Q4 | $520K | Hold |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $390K | Buy |
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