Western Wealth 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 | $1.94M | Buy |
14,003
+3
| +0% | +$416 | 0.12% | 167 |
|
|
2025
Q1 | $1.64M | Sell |
14,000
-447
| -3% | -$52.5K | 0.11% | 187 |
|
|
2024
Q4 | $1.83M | Sell |
14,447
-665
| -4% | -$84.3K | 0.12% | 161 |
|
|
2024
Q3 | $1.77M | Sell |
15,112
-270
| -2% | -$31.7K | 0.1% | 205 |
|
|
2024
Q2 | $1.7M | Buy |
15,382
+268
| +2% | +$29.6K | 0.13% | 146 |
|
|
2024
Q1 | $1.73M | Sell |
15,114
-222
| -1% | -$25.3K | 0.13% | 148 |
|
|
2023
Q4 | $1.6M | Buy |
15,336
+103
| +0.7% | +$10.8K | 0.12% | 184 |
|
|
2023
Q3 | $1.39M | Sell |
15,233
-74
| -0.5% | -$6.76K | 0.12% | 179 |
|
|
2023
Q2 | $1.48M | Sell |
15,307
-103
| -0.7% | -$9.95K | 0.13% | 169 |
|
|
2023
Q1 | $1.4M | Sell |
15,410
-17
| -0.1% | -$1.55K | 0.13% | 175 |
|
|
2022
Q4 | $1.29M | Sell |
15,427
-14,880
| -49% | -$1.24M | 0.13% | 178 |
|
|
2022
Q3 | $2.38M | Buy |
30,307
+1,741
| +6% | +$137K | 0.14% | 162 |
|
|
2022
Q2 | $2.27M | Sell |
28,566
-1,008
| -3% | -$80K | 0.13% | 166 |
|
|
2022
Q1 | $2.97M | Buy |
29,574
+14,131
| +92% | +$1.42M | 0.14% | 149 |
|
|
2021
Q4 | $1.78M | Buy |
+15,443
| New | +$1.78M | 0.18% | 128 |
|
|
2021
Q2 | $1.77M | Buy |
15,671
+1,832
| +13% | +$207K | 0.18% | 126 |
|
|
2021
Q1 | $1.41M | Buy |
13,839
+1,611
| +13% | +$164K | 0.19% | 125 |
|
|
2020
Q4 | $1.26M | Buy |
12,228
+3,654
| +43% | +$375K | 0.18% | 130 |
|
|
2020
Q3 | $741K | Buy |
8,574
+2,358
| +38% | +$204K | 0.12% | 184 |
|
|
2020
Q2 | $491K | Buy |
6,216
+824
| +15% | +$65.1K | 0.09% | 232 |
|
|
2020
Q1 | $330K | Sell |
5,392
-360
| -6% | -$22K | 0.08% | 250 |
|
|
2019
Q4 | $439K | Buy |
+5,752
| New | +$439K | 0.07% | 249 |
|
|
2019
Q3 | – | Sell |
-2,868
| Closed | -$204K | – | 402 |
|
|
2019
Q2 | $204K | Sell |
2,868
-82
| -3% | -$5.83K | 0.03% | 388 |
|
|
2019
Q1 | $200K | Buy |
+2,950
| New | +$200K | 0.04% | 366 |
|