West Branch 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 | $36.1K | Buy |
261
+1
| +0.4% | +$138 | 0.01% | 164 |
|
|
2025
Q1 | $30.6K | Sell |
260
-55
| -17% | -$6.47K | 0.01% | 184 |
|
|
2024
Q4 | $39.9K | Buy |
315
+55
| +21% | +$6.97K | 0.01% | 167 |
|
|
2024
Q3 | $30.5K | Buy |
260
+1
| +0.4% | +$117 | 0.01% | 192 |
|
|
2024
Q2 | $28.6K | Hold |
259
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $29.6K | Hold |
259
| – | – | 0.01% | 197 |
|
|
2023
Q4 | $27K | Buy |
259
+1
| +0.4% | +$104 | 0.01% | 200 |
|
|
2023
Q3 | $23.6K | Hold |
258
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $24.9K | Hold |
258
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $23.5K | Buy |
258
+1
| +0.4% | +$91 | 0.01% | 217 |
|
|
2022
Q4 | $21.5K | Hold |
257
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $20K | Buy |
257
+1
| +0.4% | +$78 | 0.01% | 224 |
|
|
2022
Q2 | $20K | Hold |
256
| – | – | 0.01% | 227 |
|
|
2022
Q1 | $26K | Buy |
256
+1
| +0.4% | +$102 | 0.01% | 225 |
|
|
2021
Q4 | $29K | Hold |
255
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $29K | Hold |
255
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $29K | Buy |
+255
| New | +$29K | 0.01% | 233 |
|