Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $993K | Hold |
|
|||||
|
2024
Q2 | $934K | Hold |
|
|||||
|
2024
Q1 | $966K | Hold |
|
|||||
|
2023
Q4 | $884K | Hold |
|
|||||
|
2023
Q3 | $773K | Hold |
|
|||||
|
2023
Q2 | $818K | Hold |
|
|||||
|
2023
Q1 | $771K | Sell |
|
|||||
|
2022
Q4 | $723K | Hold |
|
|||||
|
2022
Q3 | $680K | Hold |
|
|||||
|
2022
Q2 | $685K | Sell |
|
|||||
|
2022
Q1 | $913K | Hold |
|
|||||
|
2021
Q4 | $1.05M | Buy |
|