West Michigan Advisors’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 | $258K | Sell |
1,857
-49
| -3% | -$6.8K | 0.07% | 195 |
|
|
2025
Q1 | $224K | Sell |
1,906
-17
| -0.9% | -$2K | 0.07% | 191 |
|
|
2024
Q4 | $244K | Sell |
1,923
-26
| -1% | -$3.3K | 0.07% | 199 |
|
|
2024
Q3 | $229K | Sell |
1,949
-1
| -0.1% | -$117 | 0.07% | 171 |
|
|
2024
Q2 | $215K | Sell |
1,950
-51
| -3% | -$5.63K | 0.07% | 168 |
|
|
2024
Q1 | $228K | Sell |
2,001
-212
| -10% | -$24.2K | 0.07% | 162 |
|
|
2023
Q4 | $231K | Sell |
2,213
-143
| -6% | -$14.9K | 0.09% | 138 |
|
|
2023
Q3 | $215K | Buy |
2,356
+6
| +0.3% | +$548 | 0.12% | 133 |
|
|
2023
Q2 | $227K | Sell |
2,350
-4
| -0.2% | -$387 | 0.09% | 190 |
|
|
2023
Q1 | $214K | Buy |
+2,354
| New | +$214K | 0.12% | 136 |
|
|
2022
Q2 | – | Sell |
-3,375
| Closed | -$339K | – | 128 |
|
|
2022
Q1 | $339K | Buy |
3,375
+250
| +8% | +$25.1K | 0.23% | 77 |
|
|
2021
Q4 | $360K | Buy |
+3,125
| New | +$360K | 0.27% | 70 |
|