Values Added Financial’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
Q4 | $630K | Hold |
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|
2025
Q3 | $656K | Hold |
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|
2025
Q2 | $638K | Hold |
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|
2025
Q1 | $541K | Hold |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $508K | Hold |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $445K | Buy |
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