Widmann Financial Services’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 | $4.32M | Buy |
31,148
+1,242
| +4% | +$172K | 3.01% | 8 |
|
|
2025
Q1 | $3.51M | Buy |
29,906
+884
| +3% | +$104K | 2.73% | 10 |
|
|
2024
Q4 | $3.68M | Sell |
29,022
-5,995
| -17% | -$760K | 2.85% | 8 |
|
|
2024
Q3 | $4.11M | Buy |
35,017
+1,309
| +4% | +$154K | 3.11% | 9 |
|
|
2024
Q2 | $3.72M | Sell |
33,708
-234
| -0.7% | -$25.8K | 3.03% | 7 |
|
|
2024
Q1 | $3.87M | Buy |
33,942
+200
| +0.6% | +$22.8K | 3.25% | 7 |
|
|
2023
Q4 | $3.52M | Sell |
33,742
-132
| -0.4% | -$13.8K | 3.17% | 7 |
|
|
2023
Q3 | $3.09M | Sell |
33,874
-152
| -0.4% | -$13.9K | 3.08% | 8 |
|
|
2023
Q2 | $3.29M | Buy |
34,026
+18
| +0.1% | +$1.74K | 3.15% | 7 |
|
|
2023
Q1 | $3.1M | Buy |
34,008
+722
| +2% | +$65.7K | 3.12% | 7 |
|
|
2022
Q4 | $2.78M | Buy |
33,286
+806
| +2% | +$67.4K | 2.91% | 9 |
|
|
2022
Q3 | $2.55M | Buy |
32,480
+2,208
| +7% | +$173K | 2.82% | 8 |
|
|
2022
Q2 | $2.4M | Buy |
30,272
+1,839
| +6% | +$146K | 2.48% | 11 |
|
|
2022
Q1 | $2.86M | Buy |
28,433
+898
| +3% | +$90.2K | 2.53% | 10 |
|
|
2021
Q4 | $3.17M | Buy |
+27,535
| New | +$3.17M | 2.61% | 7 |
|