TrueWealth Advisors’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 | $363K | Hold |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $289K | Hold |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $269K | Buy |
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