Strategic Financial Concepts’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 | $798K | Sell |
5,752
-347
| -6% | -$48.1K | 0.11% | 105 |
|
|
2025
Q1 | $717K | Sell |
6,099
-76
| -1% | -$8.93K | 0.13% | 150 |
|
|
2024
Q4 | $783K | Buy |
6,175
+291
| +5% | +$36.9K | 0.15% | 139 |
|
|
2024
Q3 | $690K | Sell |
5,884
-632,360
| -99% | -$74.2M | 0.22% | 95 |
|
|
2024
Q2 | $57.3K | Buy |
638,244
+632,241
| +10,532% | +$56.8K | 0.03% | 233 |
|
|
2024
Q1 | $685K | Buy |
+6,003
| New | +$685K | 0.17% | 136 |
|
|
2023
Q4 | – | Sell |
-6,215
| Closed | -$568K | – | 204 |
|
|
2023
Q3 | $568K | Buy |
6,215
+1,707
| +38% | +$156K | 0.19% | 129 |
|
|
2023
Q2 | $436K | Buy |
4,508
+80
| +2% | +$7.73K | 0.16% | 136 |
|
|
2023
Q1 | $403K | Buy |
+4,428
| New | +$403K | 0.16% | 132 |
|