Wedmont Private Capital’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 | $237K | Buy |
+1,700
| New | +$237K | 0.01% | 664 |
|
|
2025
Q1 | – | Sell |
-1,699
| Closed | -$216K | – | 734 |
|
|
2024
Q4 | $216K | Sell |
1,699
-322
| -16% | -$40.9K | 0.01% | 646 |
|
|
2024
Q3 | $237K | Buy |
2,021
+1
| +0% | +$117 | 0.01% | 578 |
|
|
2024
Q2 | $229K | Hold |
2,020
| – | – | 0.01% | 576 |
|
|
2024
Q1 | $228K | Buy |
2,020
+1
| +0% | +$113 | 0.02% | 532 |
|
|
2023
Q4 | $207K | Buy |
+2,019
| New | +$207K | 0.02% | 525 |
|
|
2022
Q1 | – | Sell |
-1,942
| Closed | -$204K | – | 326 |
|
|
2021
Q4 | $204K | Buy |
+1,942
| New | +$204K | 0.06% | 233 |
|