Wealth Management Partners’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 | $1.24M | Sell |
8,861
-35
| -0.4% | -$4.88K | 0.44% | 51 |
|
|
2025
Q1 | $1.05M | Sell |
8,896
-126
| -1% | -$14.8K | 0.48% | 48 |
|
|
2024
Q4 | $1.14M | Sell |
9,022
-139
| -2% | -$17.6K | 0.49% | 46 |
|
|
2024
Q3 | $1.07M | Sell |
9,161
-160
| -2% | -$18.8K | 0.5% | 47 |
|
|
2024
Q2 | $1.03M | Sell |
9,321
-258
| -3% | -$28.5K | 0.5% | 43 |
|
|
2024
Q1 | $1.09M | Sell |
9,579
-74
| -0.8% | -$8.45K | 0.56% | 43 |
|
|
2023
Q4 | $1.01M | Sell |
9,653
-162
| -2% | -$16.9K | 0.56% | 41 |
|
|
2023
Q3 | $897K | Sell |
9,815
-79
| -0.8% | -$7.22K | 0.56% | 40 |
|
|
2023
Q2 | $956K | Sell |
9,894
-629
| -6% | -$60.8K | 0.6% | 37 |
|
|
2023
Q1 | $958K | Sell |
10,523
-477
| -4% | -$43.4K | 0.67% | 33 |
|
|
2022
Q4 | $881K | Hold |
11,000
| – | – | 0.74% | 35 |
|
|
2022
Q3 | $872K | Hold |
11,000
| – | – | 0.77% | 32 |
|
|
2022
Q2 | $870K | Hold |
11,000
| – | – | 0.76% | 34 |
|
|
2022
Q1 | $1.13M | Sell |
11,000
-1,000
| -8% | -$102K | 0.8% | 30 |
|
|
2021
Q4 | $1.35M | Buy |
12,000
+148
| +1% | +$16.6K | 0.92% | 25 |
|
|
2021
Q3 | $1.33M | Sell |
11,852
-69
| -0.6% | -$7.73K | 0.98% | 24 |
|
|
2021
Q2 | $1.35M | Sell |
11,921
-68
| -0.6% | -$7.7K | 0.94% | 28 |
|
|
2021
Q1 | $1.25M | Sell |
11,989
-887
| -7% | -$92.6K | 0.93% | 29 |
|
|
2020
Q4 | $1.35M | Buy |
+12,876
| New | +$1.35M | 1.06% | 21 |
|