Wescott Financial Advisory Group’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 | $48.3M | Sell |
348,373
-12,690
| -4% | -$1.76M | 4.62% | 4 |
|
|
2025
Q1 | $42.4M | Buy |
361,063
+19,329
| +6% | +$2.27M | 4.4% | 4 |
|
|
2024
Q4 | $43.3M | Buy |
341,734
+283,065
| +482% | +$35.9M | 4.49% | 4 |
|
|
2024
Q3 | $6.88M | Buy |
58,669
+1,365
| +2% | +$160K | 0.74% | 27 |
|
|
2024
Q2 | $6.32M | Buy |
57,304
+2,373
| +4% | +$262K | 0.73% | 27 |
|
|
2024
Q1 | $6.27M | Sell |
54,931
-4,095
| -7% | -$467K | 0.78% | 25 |
|
|
2023
Q4 | $6.17M | Buy |
+59,026
| New | +$6.17M | 0.86% | 23 |
|