SWA
Strata Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Hold |
9,033
| – | – | 0.35% | 34 |
|
|
2025
Q1 | $1.06M | Hold |
9,033
| – | – | 0.33% | 34 |
|
|
2024
Q4 | $1.14M | Hold |
9,033
| – | – | 0.36% | 34 |
|
|
2024
Q3 | $1.06M | Hold |
9,033
| – | – | 0.34% | 33 |
|
|
2024
Q2 | $997K | Hold |
9,033
| – | – | 0.34% | 32 |
|
|
2024
Q1 | $1.03M | Hold |
9,033
| – | – | 0.36% | 31 |
|
|
2023
Q4 | $944K | Hold |
9,033
| – | – | 0.37% | 30 |
|
|
2023
Q3 | $825K | Buy |
+9,033
| New | +$825K | 0.4% | 20 |
|