Von Berge Wealth Management Group’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 | $252K | Hold |
1,800
| – | – | 0.14% | 56 |
|
|
2025
Q1 | $215K | Hold |
1,800
| – | – | 0.14% | 58 |
|
|
2024
Q4 | $245K | Hold |
1,800
| – | – | 0.15% | 55 |
|
|
2024
Q3 | $228K | Buy |
+1,800
| New | +$228K | 0.14% | 59 |
|
|
2024
Q2 | – | Sell |
-1,800
| Closed | -$205K | – | 69 |
|
|
2024
Q1 | $205K | Buy |
+1,800
| New | +$205K | 0.13% | 66 |
|