WP
WMS Partners’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
Q1 | – | Sell |
-1,806
| Closed | -$229K | – | 142 |
|
|
2024
Q4 | $229K | Hold |
1,806
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $212K | Buy |
+1,806
| New | +$212K | 0.01% | 270 |
|
|
2024
Q2 | – | Sell |
-1,826
| Closed | -$208K | – | 271 |
|
|
2024
Q1 | $208K | Sell |
1,826
-197
| -10% | -$22.5K | 0.01% | 254 |
|
|
2023
Q4 | $211K | Sell |
2,023
-529
| -21% | -$55.3K | 0.02% | 245 |
|
|
2023
Q3 | $233K | Hold |
2,552
| – | – | 0.02% | 235 |
|
|
2023
Q2 | $247K | Buy |
+2,552
| New | +$247K | 0.02% | 248 |
|