WealthShield 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 | $330K | Hold |
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|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $4.17M | Buy |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $44K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $36K | Sell |
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|
2018
Q2 | $36K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $34K | Buy |
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