Valued Retirements’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 | $999K | Sell |
7,206
-2,340
| -25% | -$325K | 1.13% | 25 |
|
|
2025
Q1 | $1.12M | Buy |
9,546
+2,317
| +32% | +$272K | 1.47% | 20 |
|
|
2024
Q4 | $916K | Buy |
7,229
+153
| +2% | +$19.4K | 1.23% | 21 |
|
|
2024
Q3 | $830K | Buy |
7,076
+453
| +7% | +$53.1K | 1.14% | 22 |
|
|
2024
Q2 | $731K | Buy |
6,623
+3,891
| +142% | +$429K | 1.11% | 21 |
|
|
2024
Q1 | $312K | Buy |
2,732
+1
| +0% | +$114 | 0.5% | 45 |
|
|
2023
Q4 | $285K | Buy |
+2,731
| New | +$285K | 0.49% | 46 |
|