White Lighthouse Investment 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 | $418K | Hold |
3,017
| – | – | 0.07% | 103 |
|
|
2025
Q1 | $354K | Sell |
3,017
-348
| -10% | -$40.9K | 0.06% | 101 |
|
|
2024
Q4 | $427K | Hold |
3,365
| – | – | 0.07% | 97 |
|
|
2024
Q3 | $395K | Sell |
3,365
-200
| -6% | -$23.5K | 0.07% | 97 |
|
|
2024
Q2 | $393K | Sell |
3,565
-15
| -0.4% | -$1.66K | 0.08% | 94 |
|
|
2024
Q1 | $409K | Sell |
3,580
-140
| -4% | -$16K | 0.08% | 88 |
|
|
2023
Q4 | $389K | Buy |
3,720
+590
| +19% | +$61.6K | 0.09% | 92 |
|
|
2023
Q3 | $286K | Buy |
3,130
+50
| +2% | +$4.57K | 0.07% | 102 |
|
|
2023
Q2 | $298K | Sell |
3,080
-140
| -4% | -$13.5K | 0.07% | 99 |
|
|
2023
Q1 | $293K | Sell |
3,220
-590
| -15% | -$53.7K | 0.07% | 97 |
|
|
2022
Q4 | $355K | Sell |
3,810
-140
| -4% | -$13K | 0.1% | 89 |
|
|
2022
Q3 | $310K | Buy |
3,950
+300
| +8% | +$23.5K | 0.09% | 90 |
|
|
2022
Q2 | $289K | Buy |
3,650
+150
| +4% | +$11.9K | 0.08% | 91 |
|
|
2022
Q1 | $352K | Hold |
3,500
| – | – | 0.09% | 87 |
|
|
2021
Q4 | $403K | Hold |
3,500
| – | – | 0.1% | 86 |
|
|
2021
Q3 | $392K | Hold |
3,500
| – | – | 0.11% | 86 |
|
|
2021
Q2 | $396K | Hold |
3,500
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $357K | Buy |
3,500
+50
| +1% | +$5.1K | 0.11% | 86 |
|
|
2020
Q4 | $354K | Buy |
3,450
+100
| +3% | +$10.3K | 0.11% | 87 |
|
|
2020
Q3 | $290K | Sell |
3,350
-730
| -18% | -$63.2K | 0.1% | 93 |
|
|
2020
Q2 | $323K | Buy |
+4,080
| New | +$323K | 0.12% | 92 |
|
|
2019
Q4 | – | Sell |
-3,090
| Closed | -$218K | – | 132 |
|
|
2019
Q3 | $218K | Hold |
3,090
| – | – | 0.09% | 124 |
|
|
2019
Q2 | $220K | Hold |
3,090
| – | – | 0.09% | 122 |
|
|
2019
Q1 | $210K | Buy |
+3,090
| New | +$210K | 0.1% | 114 |
|