Tradition 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 | $1.87M | Hold |
13,498
| – | – | 0.15% | 129 |
|
|
2025
Q1 | $1.59M | Hold |
13,498
| – | – | 0.14% | 137 |
|
|
2024
Q4 | $1.71M | Sell |
13,498
-100
| -0.7% | -$12.7K | 0.15% | 124 |
|
|
2024
Q3 | $1.59M | Sell |
13,598
-72
| -0.5% | -$8.45K | 0.14% | 125 |
|
|
2024
Q2 | $1.51M | Sell |
13,670
-249
| -2% | -$27.5K | 0.15% | 122 |
|
|
2024
Q1 | $1.59M | Buy |
+13,919
| New | +$1.59M | 0.16% | 116 |
|
|
2022
Q2 | – | Sell |
-14,508
| Closed | -$1.46M | – | 1116 |
|
|
2022
Q1 | $1.46M | Sell |
14,508
-73
| -0.5% | -$7.34K | 0.19% | 107 |
|
|
2021
Q4 | $1.68M | Sell |
14,581
-7,756
| -35% | -$894K | 0.21% | 97 |
|
|
2021
Q3 | $2.5M | Buy |
22,337
+14,205
| +175% | +$1.59M | 0.36% | 72 |
|
|
2021
Q2 | $921K | Buy |
8,132
+7,776
| +2,184% | +$881K | 0.14% | 128 |
|
|
2021
Q1 | $36K | Hold |
356
| – | – | 0.01% | 505 |
|
|
2020
Q4 | $37K | Buy |
+356
| New | +$37K | 0.01% | 467 |
|