WealthPLAN 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 | $747K | Buy |
5,383
+442
| +9% | +$61.3K | 0.12% | 144 |
|
|
2025
Q1 | $581K | Buy |
4,941
+247
| +5% | +$29K | 0.08% | 159 |
|
|
2024
Q4 | $595K | Sell |
4,694
-511
| -10% | -$64.8K | 0.08% | 157 |
|
|
2024
Q3 | $610K | Hold |
5,205
| – | – | 0.08% | 161 |
|
|
2024
Q2 | $574K | Sell |
5,205
-61
| -1% | -$6.73K | 0.06% | 194 |
|
|
2024
Q1 | $601K | Hold |
5,266
| – | – | 0.06% | 186 |
|
|
2023
Q4 | $550K | Hold |
5,266
| – | – | 0.06% | 212 |
|
|
2023
Q3 | $481K | Hold |
5,266
| – | – | 0.06% | 206 |
|
|
2023
Q2 | $509K | Buy |
5,266
+55
| +1% | +$5.32K | 0.07% | 189 |
|
|
2023
Q1 | $474K | Sell |
5,211
-1,390
| -21% | -$127K | 0.05% | 206 |
|
|
2022
Q4 | $616K | Buy |
+6,601
| New | +$616K | 0.04% | 228 |
|
|
2022
Q1 | $260K | Buy |
2,912
+505
| +21% | +$45.1K | 0.02% | 341 |
|
|
2021
Q4 | $241K | Buy |
+2,407
| New | +$241K | 0.02% | 348 |
|
|
2017
Q2 | – | Sell |
-176
| Closed | -$8.99K | – | 304 |
|
|
2017
Q1 | $8.99K | Buy |
+176
| New | +$8.99K | 0.03% | 283 |
|
|
2016
Q3 | $41.2K | Sell |
854
-1,092
| -56% | -$52.7K | 0.01% | 369 |
|
|
2016
Q2 | $22.9K | Buy |
+1,946
| New | +$22.9K | ﹤0.01% | 1333 |
|
|
2015
Q4 | $17.3K | Buy |
+376
| New | +$17.3K | ﹤0.01% | 968 |
|