Wolff Financial 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 | $432K | Buy |
3,117
+3
| +0.1% | +$416 | 0.11% | 73 |
|
|
2025
Q1 | $366K | Sell |
3,114
-54
| -2% | -$6.35K | 0.1% | 75 |
|
|
2024
Q4 | $402K | Buy |
3,168
+3
| +0.1% | +$381 | 0.11% | 71 |
|
|
2024
Q3 | $371K | Buy |
+3,165
| New | +$371K | 0.1% | 79 |
|
|
2024
Q2 | – | Sell |
-3,991
| Closed | -$456K | – | 59 |
|
|
2024
Q1 | $456K | Sell |
3,991
-117
| -3% | -$13.4K | 0.13% | 72 |
|
|
2023
Q4 | $429K | Sell |
4,108
-440
| -10% | -$45.9K | 0.13% | 73 |
|
|
2023
Q3 | $415K | Buy |
+4,548
| New | +$415K | 0.14% | 73 |
|
|
2023
Q2 | – | Sell |
-6,934
| Closed | -$631K | – | 61 |
|
|
2023
Q1 | $631K | Sell |
6,934
-1,230
| -15% | -$112K | 0.22% | 57 |
|
|
2022
Q4 | $682K | Sell |
8,164
-5,791
| -41% | -$484K | 0.25% | 53 |
|
|
2022
Q3 | $1.09M | Buy |
13,955
+3,128
| +29% | +$245K | 0.5% | 38 |
|
|
2022
Q2 | $858K | Sell |
10,827
-6,417
| -37% | -$509K | 0.38% | 49 |
|
|
2022
Q1 | $1.73M | Buy |
17,244
+1,239
| +8% | +$125K | 0.69% | 30 |
|
|
2021
Q4 | $1.84M | Buy |
+16,005
| New | +$1.84M | 0.7% | 30 |
|