WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $730K | Sell |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $601K | Hold |
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|
2023
Q4 | $550K | Hold |
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|
2023
Q3 | $481K | Hold |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $616K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $8.99K | Buy |
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|
2016
Q3 | $41.2K | Sell |
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|
2016
Q2 | $22.9K | Buy |
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|
2015
Q4 | $17.3K | Buy |
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