TrueWealth Advisors’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 | $354K | Hold |
2,552
| – | – | 0.1% | 154 |
|
|
2025
Q1 | $300K | Hold |
2,552
| – | – | 0.1% | 161 |
|
|
2024
Q4 | $323K | Hold |
2,552
| – | – | 0.11% | 160 |
|
|
2024
Q3 | $299K | Hold |
2,552
| – | – | 0.1% | 176 |
|
|
2024
Q2 | $282K | Hold |
2,552
| – | – | 0.1% | 171 |
|
|
2024
Q1 | $291K | Hold |
2,552
| – | – | 0.11% | 152 |
|
|
2023
Q4 | $267K | Hold |
2,552
| – | – | 0.1% | 153 |
|
|
2023
Q3 | $233K | Hold |
2,552
| – | – | 0.1% | 166 |
|
|
2023
Q2 | $247K | Hold |
2,552
| – | – | 0.1% | 156 |
|
|
2023
Q1 | $232K | Hold |
2,552
| – | – | 0.1% | 166 |
|
|
2022
Q4 | $213K | Hold |
2,552
| – | – | 0.09% | 171 |
|
|
2022
Q3 | $200K | Hold |
2,552
| – | – | 0.09% | 158 |
|
|
2022
Q2 | $202K | Hold |
2,552
| – | – | 0.09% | 166 |
|
|
2022
Q1 | $294K | Hold |
2,552
| – | – | 0.13% | 133 |
|
|
2021
Q4 | $294K | Hold |
2,552
| – | – | 0.13% | 133 |
|
|
2021
Q3 | $286K | Hold |
2,552
| – | – | 0.16% | 107 |
|
|
2021
Q2 | $289K | Hold |
2,552
| – | – | 0.17% | 103 |
|
|
2021
Q1 | $272K | Hold |
2,552
| – | – | 0.18% | 102 |
|
|
2020
Q4 | $269K | Buy |
+2,552
| New | +$269K | 0.23% | 70 |
|