White Lighthouse Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Sell |
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|
2025
Q2 | $418K | Hold |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $409K | Sell |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $298K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $354K | Buy |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $323K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $210K | Buy |
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