Windsor Advisory Group’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 | $14.1K | Hold |
102
| – | – | 0.02% | 52 |
|
|
2025
Q1 | $12K | Hold |
102
| – | – | 0.02% | 53 |
|
|
2024
Q4 | $12.9K | Hold |
102
| – | – | 0.02% | 78 |
|
|
2024
Q3 | $11.9K | Buy |
102
+1
| +1% | +$117 | 0.01% | 79 |
|
|
2024
Q2 | $11.2K | Hold |
101
| – | – | 0.02% | 49 |
|
|
2024
Q1 | $11.6K | Sell |
101
-132
| -57% | -$15.1K | 0.03% | 45 |
|
|
2023
Q4 | $24.4K | Buy |
233
+132
| +131% | +$13.8K | 0.07% | 47 |
|
|
2023
Q3 | $9.22K | Hold |
101
| – | – | 0.02% | 57 |
|
|
2023
Q2 | $9.75K | Hold |
101
| – | – | 0.02% | 54 |
|
|
2023
Q1 | $9.18K | Sell |
101
-1,805
| -95% | -$164K | 0.02% | 66 |
|
|
2022
Q4 | $159K | Buy |
+1,906
| New | +$159K | 0.42% | 45 |
|