Taylor & Morgan Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Sell |
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|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $867K | Buy |
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|
2022
Q2 | $856K | Sell |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | $2.56M | Buy |
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