Ullmann Wealth Partners Group’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 | $517K | Hold |
|
|||||
|
2025
Q2 | $503K | Buy |
|
|||||
|
2025
Q1 | $427K | Hold |
|
|||||
|
2024
Q4 | $460K | Buy |
|
|||||
|
2024
Q3 | $426K | Hold |
|
|||||
|
2024
Q2 | $400K | Hold |
|
|||||
|
2024
Q1 | $414K | Buy |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | $331K | Hold |
|
|||||
|
2023
Q2 | $350K | Buy |
|
|||||
|
2023
Q1 | $330K | Buy |
|
|||||
|
2022
Q4 | $303K | Buy |
|
|||||
|
2022
Q3 | $284K | Buy |
|
|||||
|
2022
Q2 | $286K | Hold |
|
|||||
|
2022
Q1 | $363K | Hold |
|
|||||
|
2021
Q4 | $416K | Sell |
|
|||||
|
2021
Q3 | $466K | Hold |
|
|||||
|
2021
Q2 | $470K | Hold |
|
|||||
|
2021
Q1 | $424K | Hold |
|
|||||
|
2020
Q4 | $427K | Hold |
|
|||||
|
2020
Q3 | $359K | Hold |
|
|||||
|
2020
Q2 | $329K | Hold |
|
|||||
|
2020
Q1 | $252K | Hold |
|
|||||
|
2019
Q4 | $317K | Hold |
|
|||||
|
2019
Q3 | $294K | Hold |
|
|||||
|
2019
Q2 | $296K | Hold |
|
|||||
|
2019
Q1 | $282K | Hold |
|
|||||
|
2018
Q4 | $236K | Sell |
|
|||||
|
2018
Q3 | $290K | Hold |
|
|||||
|
2018
Q2 | $271K | Hold |
|
|||||
|
2018
Q1 | $256K | Sell |
|
|||||
|
2017
Q4 | $274K | Sell |
|
|||||
|
2017
Q3 | $307K | Sell |
|
|||||
|
2017
Q2 | $497K | Hold |
|
|||||
|
2017
Q1 | $477K | Sell |
|
|||||
|
2016
Q4 | $632K | Buy |
|