Values Added Financial’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 | $638K | Hold |
4,603
| – | – | 0.31% | 60 |
|
|
2025
Q1 | $541K | Hold |
4,603
| – | – | 0.3% | 62 |
|
|
2024
Q4 | $583K | Hold |
4,603
| – | – | 0.34% | 54 |
|
|
2024
Q3 | $540K | Hold |
4,603
| – | – | 0.34% | 55 |
|
|
2024
Q2 | $508K | Hold |
4,603
| – | – | 0.37% | 53 |
|
|
2024
Q1 | $525K | Hold |
4,603
| – | – | 0.41% | 50 |
|
|
2023
Q4 | $481K | Hold |
4,603
| – | – | 0.39% | 47 |
|
|
2023
Q3 | $420K | Hold |
4,603
| – | – | 0.38% | 52 |
|
|
2023
Q2 | $445K | Buy |
+4,603
| New | +$445K | 0.42% | 50 |
|