TMWM
Taylor & Morgan Wealth Management’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 | $1.51M | Sell |
10,857
-98
| -0.9% | -$13.6K | 1.02% | 18 |
|
|
2025
Q1 | $1.29M | Sell |
10,955
-201
| -2% | -$23.6K | 0.97% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
11,156
-254
| -2% | -$32.2K | 0.99% | 19 |
|
|
2024
Q3 | $1.34M | Sell |
11,410
-75
| -0.7% | -$8.8K | 0.9% | 20 |
|
|
2024
Q2 | $1.27M | Sell |
11,485
-137
| -1% | -$15.1K | 0.9% | 20 |
|
|
2024
Q1 | $1.33M | Sell |
11,622
-565
| -5% | -$64.5K | 0.97% | 19 |
|
|
2023
Q4 | $1.27M | Sell |
12,187
-164
| -1% | -$17.1K | 1.01% | 19 |
|
|
2023
Q3 | $1.13M | Sell |
12,351
-1,238
| -9% | -$113K | 1.02% | 19 |
|
|
2023
Q2 | $1.31M | Buy |
13,589
+2,001
| +17% | +$193K | 1.08% | 18 |
|
|
2023
Q1 | $1.06M | Buy |
11,588
+552
| +5% | +$50.3K | 0.92% | 23 |
|
|
2022
Q4 | $923K | Sell |
11,036
-12
| -0.1% | -$1K | 0.87% | 27 |
|
|
2022
Q3 | $867K | Buy |
11,048
+246
| +2% | +$19.3K | 0.86% | 23 |
|
|
2022
Q2 | $856K | Sell |
10,802
-12,105
| -53% | -$959K | 0.81% | 27 |
|
|
2022
Q1 | $2.3M | Buy |
22,907
+733
| +3% | +$73.7K | 1.88% | 12 |
|
|
2021
Q4 | $2.56M | Buy |
+22,174
| New | +$2.56M | 2.07% | 11 |
|