Total Clarity Wealth 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 | $2.52M | Sell |
18,204
-6,809
| -27% | -$944K | 0.72% | 37 |
|
|
2025
Q1 | $3.17M | Hold |
25,013
| – | – | 1.03% | 24 |
|
|
2024
Q4 | $3.17M | Sell |
25,013
-13,084
| -34% | -$1.66M | 1.03% | 24 |
|
|
2024
Q3 | $4.47M | Buy |
38,097
+2,737
| +8% | +$321K | 1.44% | 11 |
|
|
2024
Q2 | $3.9M | Sell |
35,360
-790
| -2% | -$87.2K | 1.35% | 13 |
|
|
2024
Q1 | $4.13M | Buy |
36,150
+3,252
| +10% | +$371K | 1.43% | 11 |
|
|
2023
Q4 | $3.44M | Buy |
32,898
+2,894
| +10% | +$302K | 1.41% | 13 |
|
|
2023
Q3 | $2.74M | Buy |
30,004
+9,315
| +45% | +$851K | 1.32% | 14 |
|
|
2023
Q2 | $2M | Buy |
+20,689
| New | +$2M | 0.99% | 19 |
|
|
2022
Q3 | – | Sell |
-98
| Closed | -$8K | – | 606 |
|
|
2022
Q2 | $8K | Buy |
+98
| New | +$8K | ﹤0.01% | 719 |
|
|
2022
Q1 | – | Sell |
-98
| Closed | -$11K | – | 562 |
|
|
2021
Q4 | $11K | Hold |
98
| – | – | 0.01% | 671 |
|
|
2021
Q3 | $11K | Buy |
+98
| New | +$11K | 0.01% | 656 |
|
|
2021
Q2 | – | Sell |
-98
| Closed | -$10K | – | 460 |
|
|
2021
Q1 | $10K | Buy |
+98
| New | +$10K | 0.01% | 561 |
|
|
2020
Q1 | – | Sell |
-98
| Closed | -$7K | – | 362 |
|
|
2019
Q4 | $7K | Buy |
+98
| New | +$7K | 0.01% | 541 |
|