WOSD
WFA of San Diego’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
+338
| New | +$46.9K | 0.03% | 207 |
|
|
2024
Q3 | $47.3K | Hold |
403
| – | – | 0.04% | 192 |
|
|
2024
Q2 | $44.5K | Buy |
+403
| New | +$44.5K | 0.04% | 189 |
|
|
2023
Q3 | $41.9K | Hold |
459
| – | – | 0.04% | 185 |
|
|
2023
Q2 | $44.4K | Buy |
+459
| New | +$44.4K | 0.04% | 180 |
|
|
2023
Q1 | – | Sell |
-459
| Closed | -$38.4K | – | 240 |
|
|
2022
Q4 | $38.4K | Buy |
+459
| New | +$38.4K | 0.03% | 218 |
|
|
2022
Q3 | – | Sell |
-958
| Closed | -$76K | – | 236 |
|
|
2022
Q2 | $76K | Buy |
+958
| New | +$76K | 0.07% | 139 |
|
|
2022
Q1 | – | Sell |
-958
| Closed | -$110K | – | 121 |
|
|
2021
Q4 | $110K | Sell |
958
-25
| -3% | -$2.87K | 0.06% | 160 |
|
|
2021
Q3 | $110K | Buy |
+983
| New | +$110K | 0.08% | 136 |
|