Accredited Investors’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 | $28.6M | Sell |
206,230
-11,176
| -5% | -$1.55M | 1.69% | 16 |
|
|
2025
Q1 | $25.5M | Sell |
217,406
-5,997
| -3% | -$705K | 1.59% | 17 |
|
|
2024
Q4 | $28.3M | Sell |
223,403
-4,173
| -2% | -$529K | 1.66% | 17 |
|
|
2024
Q3 | $26.7M | Sell |
227,576
-2,644
| -1% | -$310K | 1.53% | 17 |
|
|
2024
Q2 | $25.4M | Sell |
230,220
-8,149
| -3% | -$899K | 1.58% | 17 |
|
|
2024
Q1 | $27.2M | Sell |
238,369
-5,922
| -2% | -$676K | 1.75% | 17 |
|
|
2023
Q4 | $25.5M | Sell |
244,291
-1,597
| -0.6% | -$167K | 1.81% | 18 |
|
|
2023
Q3 | $22.5M | Sell |
245,888
-5,196
| -2% | -$475K | 1.68% | 20 |
|
|
2023
Q2 | $24.3M | Sell |
251,084
-7,783
| -3% | -$752K | 1.73% | 18 |
|
|
2023
Q1 | $23.6M | Sell |
258,867
-5,867
| -2% | -$534K | 1.79% | 19 |
|
|
2022
Q4 | $22.1M | Sell |
264,734
-14,660
| -5% | -$1.23M | 1.87% | 19 |
|
|
2022
Q3 | $21.9M | Sell |
279,394
-22,785
| -8% | -$1.79M | 2.54% | 17 |
|
|
2022
Q2 | $23.9M | Sell |
302,179
-454
| -0.2% | -$36K | 2.84% | 15 |
|
|
2022
Q1 | $30.4M | Sell |
302,633
-23,201
| -7% | -$2.33M | 2.74% | 15 |
|
|
2021
Q4 | $37.5M | Buy |
325,834
+157,820
| +94% | +$18.2M | 3.35% | 12 |
|
|
2021
Q3 | $18.8M | Buy |
168,014
+1,115
| +0.7% | +$125K | 2.03% | 16 |
|
|
2021
Q2 | $18.9M | Sell |
166,899
-1,876
| -1% | -$212K | 1.93% | 17 |
|
|
2021
Q1 | $17.2M | Sell |
168,775
-22,300
| -12% | -$2.28M | 2.31% | 15 |
|
|
2020
Q4 | $19.6M | Sell |
191,075
-1,947
| -1% | -$200K | 3.28% | 11 |
|
|
2020
Q3 | $16.7M | Sell |
193,022
-2,146
| -1% | -$185K | 3.49% | 9 |
|
|
2020
Q2 | $15.4M | Sell |
195,168
-5,088
| -3% | -$402K | 3.14% | 11 |
|
|
2020
Q1 | $12.2M | Sell |
200,256
-2,380
| -1% | -$145K | 2.87% | 10 |
|
|
2019
Q4 | $15.5M | Sell |
202,636
-2,292
| -1% | -$175K | 2.63% | 11 |
|
|
2019
Q3 | $14.5M | Sell |
204,928
-1,386
| -0.7% | -$98K | 2.79% | 10 |
|
|
2019
Q2 | $14.7M | Sell |
206,314
-4,490
| -2% | -$320K | 2.88% | 9 |
|
|
2019
Q1 | $14.3M | Sell |
210,804
-1,146
| -0.5% | -$77.7K | 2.88% | 12 |
|
|
2018
Q4 | $12.1M | Buy |
211,950
+20
| +0% | +$1.14K | 2.69% | 13 |
|
|
2018
Q3 | $14.4M | Sell |
211,930
-1,294
| -0.6% | -$87.7K | 3.55% | 10 |
|
|
2018
Q2 | $13.5M | Sell |
213,224
-5,762
| -3% | -$365K | 3.49% | 10 |
|
|
2018
Q1 | $13.5M | Sell |
218,986
-3,528
| -2% | -$217K | 3.68% | 9 |
|
|
2017
Q4 | $13.4M | Sell |
222,514
-9,116
| -4% | -$550K | 3.71% | 8 |
|
|
2017
Q3 | $13.1M | Sell |
231,630
-12,444
| -5% | -$704K | 3.62% | 8 |
|
|
2017
Q2 | $13.2M | Sell |
244,074
-18,804
| -7% | -$1.02M | 3.41% | 9 |
|
|
2017
Q1 | $13.6M | Sell |
262,878
-9,614
| -4% | -$499K | 3.4% | 9 |
|
|
2016
Q4 | $13.3M | Sell |
272,492
-13,144
| -5% | -$640K | 3.44% | 9 |
|
|
2016
Q3 | $13.9M | Sell |
285,636
-25,444
| -8% | -$1.24M | 3.82% | 9 |
|
|
2016
Q2 | $14.6M | Sell |
311,080
-31,168
| -9% | -$1.46M | 4.01% | 9 |
|
|
2016
Q1 | $15.8M | Sell |
342,248
-198,132
| -37% | -$9.13M | 4.03% | 9 |
|
|
2015
Q4 | $24.8M | Sell |
540,380
-28,676
| -5% | -$1.32M | 6.11% | 9 |
|
|
2015
Q3 | $25.2M | Sell |
569,056
-41,010
| -7% | -$1.82M | 6.78% | 6 |
|
|
2015
Q2 | $29.5M | Sell |
610,066
-190,098
| -24% | -$9.2M | 7.76% | 5 |
|
|
2015
Q1 | $39.2M | Sell |
800,164
-37,930
| -5% | -$1.86M | 9.97% | 3 |
|
|
2014
Q4 | $39.1M | Sell |
838,094
-68,856
| -8% | -$3.21M | 11.56% | 3 |
|
|
2014
Q3 | $40.1M | Buy |
906,950
+58,946
| +7% | +$2.6M | 12.11% | 4 |
|
|
2014
Q2 | $38M | Sell |
848,004
-7,932
| -0.9% | -$355K | 12.34% | 4 |
|
|
2014
Q1 | $36.7M | Sell |
855,936
-34,580
| -4% | -$1.48M | 12.26% | 4 |
|
|
2013
Q4 | $37.6M | Sell |
890,516
-13,806
| -2% | -$582K | 13.14% | 4 |
|
|
2013
Q3 | $35.4M | Sell |
904,322
-32,786
| -3% | -$1.28M | 13.05% | 4 |
|
|
2013
Q2 | $33.6M | Buy |
+937,108
| New | +$33.6M | 13.27% | 3 |
|