TFC Financial 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
$106K Hold
764
0.01% 197
2025
Q1
$89.8K Hold
764
0.01% 201
2024
Q4
$96.8K Hold
764
0.02% 195
2024
Q3
$89.6K Buy
764
+562
+278% +$65.9K 0.01% 201
2024
Q2
$22.3K Hold
202
﹤0.01% 290
2024
Q1
$23.1K Sell
202
-375
-65% -$42.8K ﹤0.01% 282
2023
Q4
$60.3K Buy
577
+15
+3% +$1.57K 0.01% 212
2023
Q3
$51.3K Buy
+562
New +$51.3K 0.01% 216