WealthPlan Investment Management’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 | $1.07M | Buy |
7,696
+95
| +1% | +$13.2K | 0.08% | 174 |
|
|
2025
Q1 | $893K | Sell |
7,601
-184
| -2% | -$21.6K | 0.09% | 139 |
|
|
2024
Q4 | $987K | Sell |
7,785
-15,086
| -66% | -$1.91M | 0.1% | 132 |
|
|
2024
Q3 | $2.68M | Buy |
+22,871
| New | +$2.68M | 0.27% | 91 |
|
|
2023
Q1 | – | Sell |
-6,601
| Closed | -$612K | – | 509 |
|
|
2022
Q4 | $612K | Sell |
6,601
-529
| -7% | -$49K | 0.04% | 229 |
|
|
2022
Q3 | $612K | Buy |
+7,130
| New | +$612K | 0.04% | 215 |
|
|
2022
Q1 | $260K | Buy |
+2,912
| New | +$260K | 0.02% | 341 |
|