Stonebridge Financial Group’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
$15.6M Buy
112,780
+21,510
+24% +$2.98M 1.52% 16
2025
Q1
$10.7M Buy
91,270
+297
+0.3% +$34.9K 1.14% 25
2024
Q4
$11.5M Buy
+90,973
New +$11.5M 1.27% 22