Vance Wealth’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 | $6.64M | Sell |
47,881
-8,059
| -14% | -$1.12M | 2.24% | 9 |
|
|
2025
Q1 | $6.57M | Buy |
55,940
+2,134
| +4% | +$251K | 2.47% | 9 |
|
|
2024
Q4 | $6.82M | Sell |
53,806
-2,684
| -5% | -$340K | 2.63% | 8 |
|
|
2024
Q3 | $6.63M | Buy |
56,490
+2,959
| +6% | +$347K | 2.51% | 8 |
|
|
2024
Q2 | $5.91M | Buy |
53,531
+1,216
| +2% | +$134K | 2.43% | 9 |
|
|
2024
Q1 | $5.97M | Buy |
52,315
+3,195
| +7% | +$365K | 2.38% | 8 |
|
|
2023
Q4 | $5.13M | Buy |
49,120
+82
| +0.2% | +$8.57K | 2.23% | 9 |
|
|
2023
Q3 | $4.48M | Buy |
49,038
+427
| +0.9% | +$39K | 2.1% | 10 |
|
|
2023
Q2 | $4.7M | Buy |
48,611
+6,086
| +14% | +$588K | 2.14% | 11 |
|
|
2023
Q1 | $3.87M | Buy |
42,525
+4,417
| +12% | +$402K | 2.08% | 12 |
|
|
2022
Q4 | $3.19M | Buy |
38,108
+1,357
| +4% | +$113K | 1.99% | 11 |
|
|
2022
Q3 | $2.88M | Buy |
36,751
+13,930
| +61% | +$1.09M | 2.22% | 11 |
|
|
2022
Q2 | $1.81M | Buy |
22,821
+6,691
| +41% | +$530K | 1.4% | 15 |
|
|
2022
Q1 | $1.62M | Buy |
+16,130
| New | +$1.62M | 2.05% | 12 |
|