Waterloo Capital’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 | $253K | Hold |
1,827
| – | – | 0.02% | 390 |
|
|
2025
Q1 | $215K | Buy |
1,827
+5
| +0.3% | +$587 | 0.02% | 368 |
|
|
2024
Q4 | $231K | Hold |
1,822
| – | – | 0.02% | 328 |
|
|
2024
Q3 | $214K | Hold |
1,822
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $201K | Buy |
1,822
+2
| +0.1% | +$221 | 0.02% | 339 |
|
|
2024
Q1 | $208K | Sell |
1,820
-150
| -8% | -$17.1K | 0.03% | 344 |
|
|
2023
Q4 | $206K | Buy |
+1,970
| New | +$206K | 0.03% | 355 |
|