Weinberger Asset Management’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 | $4.68M | Buy |
33,752
+739
| +2% | +$102K | 1.81% | 14 |
|
|
2025
Q1 | $3.88M | Buy |
33,013
+308
| +0.9% | +$36.2K | 1.66% | 16 |
|
|
2024
Q4 | $4.15M | Buy |
32,705
+1,179
| +4% | +$149K | 1.73% | 16 |
|
|
2024
Q3 | $3.7M | Buy |
31,526
+2,314
| +8% | +$271K | 1.58% | 18 |
|
|
2024
Q2 | $3.22M | Buy |
29,212
+1,385
| +5% | +$153K | 1.52% | 19 |
|
|
2024
Q1 | $3.18M | Sell |
27,827
-200
| -0.7% | -$22.8K | 1.53% | 19 |
|
|
2023
Q4 | $2.93M | Sell |
28,027
-797
| -3% | -$83.3K | 1.51% | 19 |
|
|
2023
Q3 | $2.63M | Sell |
28,824
-300
| -1% | -$27.4K | 1.5% | 18 |
|
|
2023
Q2 | $2.81M | Sell |
29,124
-1,198
| -4% | -$116K | 1.55% | 19 |
|
|
2023
Q1 | $2.76M | Sell |
30,322
-1,286
| -4% | -$117K | 1.61% | 19 |
|
|
2022
Q4 | $2.64M | Sell |
31,608
-5,054
| -14% | -$423K | 1.62% | 19 |
|
|
2022
Q3 | $2.88M | Buy |
36,662
+2,402
| +7% | +$188K | 1.99% | 16 |
|
|
2022
Q2 | $2.71M | Buy |
34,260
+695
| +2% | +$55.1K | 1.79% | 17 |
|
|
2022
Q1 | $3.37M | Buy |
33,565
+1,012
| +3% | +$102K | 2.89% | 12 |
|
|
2021
Q4 | $3.75M | Buy |
+32,553
| New | +$3.75M | 3.07% | 12 |
|