Strategic Equity Management’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 | $13.9M | Buy |
+99,982
| New | +$13.9M | 5.1% | 7 |
|
|
2024
Q3 | – | Sell |
-39,694
| Closed | -$4.38M | – | 55 |
|
|
2024
Q2 | $4.38M | Buy |
39,694
+6,720
| +20% | +$742K | 2.85% | 12 |
|
|
2024
Q1 | $3.76M | Sell |
32,974
-15,117
| -31% | -$1.73M | 3.14% | 13 |
|
|
2023
Q4 | $5.02M | Sell |
48,091
-95,864
| -67% | -$10M | 5.66% | 6 |
|
|
2023
Q3 | $13.2M | Buy |
143,955
+51,935
| +56% | +$4.74M | 4.95% | 7 |
|
|
2023
Q2 | $8.89M | Sell |
92,020
-1,666
| -2% | -$161K | 3.04% | 9 |
|
|
2023
Q1 | $8.53M | Buy |
+93,686
| New | +$8.53M | 3.04% | 10 |
|