Total Wealth Planning’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 | $514K | Sell |
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|
2025
Q2 | $561K | Sell |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $538K | Buy |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $560K | Sell |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $667K | Sell |
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|
2020
Q3 | $620K | Sell |
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|
2020
Q2 | $613K | Sell |
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|
2020
Q1 | $482K | Buy |
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|
2019
Q4 | $603K | Sell |
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|
2019
Q3 | $562K | Hold |
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|
2019
Q2 | $567K | Sell |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $484K | Buy |
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