Stonebridge Financial Planning 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 | $903K | Sell |
6,508
-52
| -0.8% | -$7.21K | 0.38% | 80 |
|
|
2025
Q1 | $771K | Sell |
6,560
-145
| -2% | -$17K | 0.35% | 81 |
|
|
2024
Q4 | $850K | Sell |
6,705
-55
| -0.8% | -$6.97K | 0.38% | 73 |
|
|
2024
Q3 | $793K | Sell |
6,760
-364
| -5% | -$42.7K | 0.38% | 75 |
|
|
2024
Q2 | $786K | Buy |
7,124
+809
| +13% | +$89.3K | 0.4% | 69 |
|
|
2024
Q1 | $721K | Buy |
6,315
+663
| +12% | +$75.7K | 0.38% | 77 |
|
|
2023
Q4 | $590K | Buy |
+5,652
| New | +$590K | 0.34% | 80 |
|
|
2022
Q1 | – | Sell |
-930
| Closed | -$90K | – | 239 |
|
|
2021
Q4 | $90K | Hold |
930
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $113K | Sell |
930
-89
| -9% | -$10.8K | 0.06% | 153 |
|
|
2021
Q2 | $116K | Hold |
1,019
| – | – | 0.06% | 148 |
|
|
2021
Q1 | $108K | Buy |
1,019
+230
| +29% | +$24.4K | 0.06% | 152 |
|
|
2020
Q4 | $81K | Buy |
789
+211
| +37% | +$21.7K | 0.05% | 164 |
|
|
2020
Q3 | $53K | Hold |
578
| – | – | 0.04% | 177 |
|
|
2020
Q2 | $47K | Hold |
578
| – | – | 0.04% | 188 |
|
|
2020
Q1 | $37K | Buy |
578
+88
| +18% | +$5.63K | 0.04% | 191 |
|
|
2019
Q4 | $37K | Buy |
+490
| New | +$37K | 0.03% | 186 |
|