Total Wealth Planning’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 | $561K | Sell |
4,043
-447
| -10% | -$62K | 0.07% | 71 |
|
|
2025
Q1 | $528K | Sell |
4,490
-74
| -2% | -$8.69K | 0.08% | 60 |
|
|
2024
Q4 | $578K | Sell |
4,564
-27
| -0.6% | -$3.42K | 0.09% | 59 |
|
|
2024
Q3 | $538K | Buy |
4,591
+1
| +0% | +$117 | 0.08% | 64 |
|
|
2024
Q2 | $529K | Sell |
4,590
-1,047
| -19% | -$121K | 0.09% | 64 |
|
|
2024
Q1 | $643K | Sell |
5,637
-331
| -6% | -$37.8K | 0.11% | 58 |
|
|
2023
Q4 | $623K | Buy |
5,968
+671
| +13% | +$70.1K | 0.11% | 60 |
|
|
2023
Q3 | $484K | Sell |
5,297
-114
| -2% | -$10.4K | 0.1% | 65 |
|
|
2023
Q2 | $523K | Sell |
5,411
-70
| -1% | -$6.77K | 0.11% | 60 |
|
|
2023
Q1 | $499K | Sell |
5,481
-29
| -0.5% | -$2.64K | 0.11% | 63 |
|
|
2022
Q4 | $461K | Sell |
5,510
-49
| -0.9% | -$4.1K | 0.11% | 64 |
|
|
2022
Q3 | $436K | Sell |
5,559
-540
| -9% | -$42.4K | 0.12% | 61 |
|
|
2022
Q2 | $483K | Sell |
6,099
-1
| -0% | -$79 | 0.14% | 60 |
|
|
2022
Q1 | $613K | Buy |
6,100
+1,969
| +48% | +$198K | 0.17% | 55 |
|
|
2021
Q4 | $560K | Sell |
4,131
-2,242
| -35% | -$304K | 0.35% | 25 |
|
|
2021
Q3 | $714K | Buy |
6,373
+35
| +0.6% | +$3.92K | 0.26% | 28 |
|
|
2021
Q2 | $717K | Buy |
6,338
+1
| +0% | +$113 | 0.28% | 26 |
|
|
2021
Q1 | $647K | Sell |
6,337
-158
| -2% | -$16.1K | 0.27% | 27 |
|
|
2020
Q4 | $667K | Sell |
6,495
-673
| -9% | -$69.1K | 0.31% | 26 |
|
|
2020
Q3 | $620K | Sell |
7,168
-590
| -8% | -$51K | 0.32% | 27 |
|
|
2020
Q2 | $613K | Sell |
7,758
-172
| -2% | -$13.6K | 0.34% | 25 |
|
|
2020
Q1 | $482K | Buy |
7,930
+26
| +0.3% | +$1.58K | 0.31% | 25 |
|
|
2019
Q4 | $603K | Sell |
7,904
-46
| -0.6% | -$3.51K | 0.32% | 25 |
|
|
2019
Q3 | $562K | Hold |
7,950
| – | – | 0.32% | 25 |
|
|
2019
Q2 | $567K | Sell |
7,950
-312
| -4% | -$22.3K | 0.34% | 25 |
|
|
2019
Q1 | $560K | Sell |
8,262
-246
| -3% | -$16.7K | 0.35% | 25 |
|
|
2018
Q4 | $484K | Buy |
+8,508
| New | +$484K | 0.34% | 26 |
|