UWM
USAdvisors Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
28,190
+1,178
| +4% | +$163K | 1.45% | 24 |
|
|
2025
Q1 | $3.17M | Buy |
27,012
+16,328
| +153% | +$1.92M | 1.11% | 27 |
|
|
2024
Q4 | $1.35M | Sell |
10,684
-22,167
| -67% | -$2.81M | 0.44% | 52 |
|
|
2024
Q3 | $3.85M | Buy |
32,851
+2,902
| +10% | +$340K | 1.35% | 25 |
|
|
2024
Q2 | $3.3M | Buy |
29,949
+3,185
| +12% | +$351K | 1.16% | 28 |
|
|
2024
Q1 | $3.05M | Buy |
26,764
+1,896
| +8% | +$216K | 1.15% | 30 |
|
|
2023
Q4 | $2.6M | Buy |
+24,868
| New | +$2.6M | 1.08% | 31 |
|