WealthShield 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 | $322K | Hold |
2,320
| – | – | 0.04% | 272 |
|
|
2025
Q1 | $273K | Hold |
2,320
| – | – | 0.04% | 277 |
|
|
2024
Q4 | $294K | Hold |
2,320
| – | – | 0.04% | 248 |
|
|
2024
Q3 | $272K | Hold |
2,320
| – | – | 0.04% | 254 |
|
|
2024
Q2 | $256K | Hold |
2,320
| – | – | 0.04% | 252 |
|
|
2024
Q1 | $265K | Sell |
2,320
-100
| -4% | -$11.4K | 0.04% | 245 |
|
|
2023
Q4 | $253K | Sell |
2,420
-43,229
| -95% | -$4.52M | 0.04% | 252 |
|
|
2023
Q3 | $4.18M | Buy |
45,649
+2,472
| +6% | +$226K | 0.63% | 40 |
|
|
2023
Q2 | $4.17M | Buy |
43,177
+4,302
| +11% | +$416K | 0.63% | 42 |
|
|
2023
Q1 | $3.54M | Buy |
38,875
+2,217
| +6% | +$202K | 0.57% | 45 |
|
|
2022
Q4 | $3.06M | Buy |
36,658
+4,148
| +13% | +$347K | 0.59% | 42 |
|
|
2022
Q3 | $2.55M | Buy |
32,510
+7,020
| +28% | +$551K | 0.51% | 54 |
|
|
2022
Q2 | $2.02M | Buy |
25,490
+14,942
| +142% | +$1.18M | 0.4% | 66 |
|
|
2022
Q1 | $1.06M | Buy |
+10,548
| New | +$1.06M | 0.17% | 141 |
|
|
2020
Q2 | – | Sell |
-322
| Closed | -$20K | – | 331 |
|
|
2020
Q1 | $20K | Sell |
322
-260
| -45% | -$16.1K | 0.01% | 212 |
|
|
2019
Q4 | $44K | Hold |
582
| – | – | 0.02% | 218 |
|
|
2019
Q3 | $41K | Hold |
582
| – | – | 0.02% | 206 |
|
|
2019
Q2 | $41K | Hold |
582
| – | – | 0.02% | 181 |
|
|
2019
Q1 | $39K | Buy |
582
+146
| +33% | +$9.78K | 0.02% | 199 |
|
|
2018
Q4 | $25K | Sell |
436
-92
| -17% | -$5.28K | 0.02% | 183 |
|
|
2018
Q3 | $36K | Sell |
528
-34
| -6% | -$2.32K | 0.02% | 174 |
|
|
2018
Q2 | $36K | Hold |
562
| – | – | 0.02% | 165 |
|
|
2018
Q1 | $35K | Hold |
562
| – | – | 0.02% | 162 |
|
|
2017
Q4 | $34K | Buy |
+562
| New | +$34K | 0.02% | 165 |
|