Stiles Financial Services’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 | $305K | Hold |
2,200
| – | – | 0.11% | 145 |
|
|
2025
Q1 | $258K | Hold |
2,200
| – | – | 0.1% | 150 |
|
|
2024
Q4 | $279K | Hold |
2,200
| – | – | 0.1% | 153 |
|
|
2024
Q3 | $258K | Hold |
2,200
| – | – | 0.09% | 165 |
|
|
2024
Q2 | $243K | Sell |
2,200
-500
| -19% | -$55.2K | 0.09% | 165 |
|
|
2024
Q1 | $308K | Hold |
2,700
| – | – | 0.12% | 136 |
|
|
2023
Q4 | $282K | Buy |
2,700
+1
| +0% | +$104 | 0.13% | 142 |
|
|
2023
Q3 | $247K | Hold |
2,699
| – | – | 0.13% | 150 |
|
|
2023
Q2 | $261K | Hold |
2,699
| – | – | 0.13% | 156 |
|
|
2023
Q1 | $246K | Buy |
+2,699
| New | +$246K | 0.13% | 158 |
|
|
2022
Q3 | – | Sell |
-2,865
| Closed | -$227K | – | 178 |
|
|
2022
Q2 | $227K | Hold |
2,865
| – | – | 0.14% | 146 |
|
|
2022
Q1 | $288K | Sell |
2,865
-292
| -9% | -$29.4K | 0.14% | 133 |
|
|
2021
Q4 | $364K | Buy |
+3,157
| New | +$364K | 0.18% | 126 |
|