Adero Partners’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
Q1
$470K Hold
2024
Q4
$507K Hold
2024
Q3
$469K Hold
2024
Q2
$441K Hold
2024
Q1
$457K Hold
2023
Q4
$418K Hold
2023
Q3
$365K Hold
2023
Q2
$387K Hold
2023
Q1
$364K Hold
2022
Q4
$334K Hold
2022
Q3
$325K Hold
2022
Q2
$321K Hold
2022
Q1
$402K Hold
2021
Q4
$461K Hold
2021
Q3
$448K Hold
2021
Q2
$453K Hold
2021
Q1
$408K Hold
2020
Q4
$411K Hold
2020
Q3
$346K Hold
2020
Q2
$316K Hold
2020
Q1
$243K Sell
2019
Q4
$325K Buy