WealthPlan Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $963K | Buy |
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|
2025
Q4 | $637K | Sell |
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|
2025
Q3 | $663K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $987K | Sell |
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|
2024
Q3 | $2.68M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $612K | Sell |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q1 | $260K | Buy |
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