Towercrest Capital 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 | $327K | Hold |
2,360
| – | – | 0.06% | 77 |
|
2025
Q1 | $277K | Sell |
2,360
-1,128
| -32% | -$133K | 0.05% | 79 |
|
2024
Q4 | $442K | Hold |
3,488
| – | – | 0.07% | 72 |
|
2024
Q3 | $409K | Buy |
3,488
+562
| +19% | +$65.9K | 0.07% | 79 |
|
2024
Q2 | $323K | Buy |
2,926
+979
| +50% | +$108K | 0.05% | 89 |
|
2024
Q1 | $222K | Sell |
1,947
-183
| -9% | -$20.9K | 0.04% | 103 |
|
2023
Q4 | $223K | Sell |
2,130
-225
| -10% | -$23.5K | 0.04% | 97 |
|
2023
Q3 | $215K | Buy |
2,355
+91
| +4% | +$8.31K | 0.04% | 98 |
|
2023
Q2 | $219K | Buy |
+2,264
| New | +$219K | 0.04% | 101 |
|