Wolff Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$447K Buy
2025
Q2
$432K Buy
2025
Q1
$366K Sell
2024
Q4
$402K Buy
2024
Q3
$371K Buy
2024
Q2
Sell
2024
Q1
$456K Sell
2023
Q4
$429K Sell
2023
Q3
$415K Buy
2023
Q2
Sell
2023
Q1
$631K Sell
2022
Q4
$682K Sell
2022
Q3
$1.09M Buy
2022
Q2
$858K Sell
2022
Q1
$1.73M Buy
2021
Q4
$1.84M Buy