Wealth Enhancement Advisory Services’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 | $16.6M | Buy |
118,392
+2,261
| +2% | +$317K | 0.03% | 476 |
|
|
2025
Q1 | $13.6M | Sell |
116,131
-556
| -0.5% | -$65.3K | 0.03% | 503 |
|
|
2024
Q4 | $14.8M | Sell |
116,687
-546
| -0.5% | -$69.2K | 0.03% | 453 |
|
|
2024
Q3 | $13.8M | Sell |
117,233
-1,229
| -1% | -$144K | 0.03% | 436 |
|
|
2024
Q2 | $13.1M | Buy |
118,462
+11,799
| +11% | +$1.3M | 0.03% | 414 |
|
|
2024
Q1 | $12.2M | Buy |
106,663
+1,215
| +1% | +$139K | 0.03% | 419 |
|
|
2023
Q4 | $11M | Sell |
105,448
-671
| -0.6% | -$70.1K | 0.03% | 411 |
|
|
2023
Q3 | $9.69M | Buy |
106,119
+102,430
| +2,777% | +$9.36M | 0.03% | 422 |
|
|
2023
Q2 | $356K | Sell |
3,689
-498
| -12% | -$48.1K | ﹤0.01% | 402 |
|
|
2023
Q1 | $381K | Buy |
+4,187
| New | +$381K | ﹤0.01% | 414 |
|