Sterling Manor 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 | $9.12M | Sell |
65,754
-4,991
| -7% | -$692K | 6.08% | 7 |
|
|
2025
Q1 | $8.31M | Sell |
70,745
-31,530
| -31% | -$3.7M | 5.94% | 7 |
|
|
2024
Q4 | $13M | Sell |
102,275
-4,371
| -4% | -$554K | 9.04% | 4 |
|
|
2024
Q3 | $12.5M | Sell |
106,646
-61,843
| -37% | -$7.25M | 8.47% | 4 |
|
|
2024
Q2 | $18.6M | Buy |
168,489
+25,790
| +18% | +$2.85M | 14.15% | 2 |
|
|
2024
Q1 | $16.3M | Sell |
142,699
-20,805
| -13% | -$2.37M | 12.23% | 2 |
|
|
2023
Q4 | $17.1M | Sell |
163,504
-1,965
| -1% | -$205K | 14.46% | 1 |
|
|
2023
Q3 | $15.1M | Buy |
165,469
+8,294
| +5% | +$758K | 13.69% | 1 |
|
|
2023
Q2 | $15.2M | Buy |
+157,175
| New | +$15.2M | 12.82% | 1 |
|