Sunbelt Securities’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 | $159K | Hold |
1,256
| – | – | 0.01% | 648 |
|
|
2025
Q1 | $148K | Hold |
1,256
| – | – | 0.01% | 640 |
|
|
2024
Q4 | $160K | Buy |
1,256
+314
| +33% | +$40K | 0.01% | 649 |
|
|
2024
Q3 | $110K | Buy |
942
+70
| +8% | +$8.21K | 0.01% | 741 |
|
|
2024
Q2 | $96.2K | Hold |
872
| – | – | 0.01% | 740 |
|
|
2024
Q1 | $99.5K | Hold |
872
| – | – | 0.01% | 714 |
|
|
2023
Q4 | $91.1K | Hold |
872
| – | – | 0.01% | 692 |
|
|
2023
Q3 | $79.7K | Sell |
872
-574
| -40% | -$52.4K | 0.01% | 703 |
|
|
2023
Q2 | $140K | Buy |
1,446
+1
| +0.1% | +$97 | 0.02% | 552 |
|
|
2023
Q1 | $129K | Buy |
+1,445
| New | +$129K | 0.02% | 523 |
|