Stonebridge Financial Planning Group’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
Q3 | $889K | Sell |
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|
2025
Q2 | $903K | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $850K | Sell |
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|
2024
Q3 | $793K | Sell |
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|
2024
Q2 | $786K | Buy |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $90K | Hold |
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|
2021
Q3 | $113K | Sell |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $37K | Buy |
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