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

Advisornet Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$397K	Sell	2,863 -15,183	-84%	-$2.11M	0.03%	417
2025 Q1	$2.12M	Sell	18,046 -315	-2%	-$37K	0.16%	149
2024 Q4	$2.33M	Sell	18,361 -12,547	-41%	-$1.59M	0.19%	113
2024 Q3	$3.63M	Buy	30,908 +333	+1%	+$39.1K	0.27%	86
2024 Q2	$3.37M	Buy	30,575 +2,255	+8%	+$249K	0.31%	83
2024 Q1	$3.23M	Buy	28,320 +622	+2%	+$71K	0.31%	77
2023 Q4	$2.89M	Buy	27,698 +7,788	+39%	+$814K	0.27%	98
2023 Q3	$1.82M	Sell	19,910 -7,880	-28%	-$720K	0.17%	132
2023 Q2	$2.69M	Sell	27,790 -112	-0.4%	-$10.8K	0.23%	105
2023 Q1	$2.54M	Sell	27,902 -183	-0.7%	-$16.7K	0.23%	102
2022 Q4	$2.35M	Buy	28,085 +1,668	+6%	+$139K	0.23%	101
2022 Q3	$2.07M	Buy	26,417 +4,094	+18%	+$321K	0.21%	118
2022 Q2	$1.77M	Buy	22,323 +119	+0.5%	+$9.43K	0.17%	143
2022 Q1	$2.23M	Buy	22,204 +826	+4%	+$83K	0.14%	145
2021 Q4	$2.46M	Buy	21,378 +1,303	+6%	+$150K	0.15%	131
2021 Q3	$2.25M	Sell	20,075 -7,069	-26%	-$792K	0.16%	132
2021 Q2	$3.07M	Sell	27,144 -75	-0.3%	-$8.49K	0.2%	115
2021 Q1	$2.78M	Sell	27,219 -2,846	-9%	-$290K	0.2%	118
2020 Q4	$3.09M	Sell	30,065 -29	-0.1%	-$2.98K	0.25%	87
2020 Q3	$2.6M	Sell	30,094 -174	-0.6%	-$15K	0.22%	100
2020 Q2	$2.39M	Sell	30,268 -4,240	-12%	-$335K	0.19%	117
2020 Q1	$2.1M	Sell	34,508 -11,110	-24%	-$675K	0.19%	113
2019 Q4	$3.48M	Buy	45,618 +2,962	+7%	+$226K	0.3%	71
2019 Q3	$3.02M	Buy	42,656 +20,732	+95%	+$1.47M	0.28%	82
2019 Q2	$1.56M	Buy	21,924 +15,884	+263%	+$1.13M	0.17%	125
2019 Q1	$410K	Sell	6,040 -49,612	-89%	-$3.37M	0.05%	304
2018 Q4	$3.16M	Sell	55,652 -5,840	-9%	-$332K	0.44%	44
2018 Q3	$4.17M	Sell	61,492 -2,762	-4%	-$187K	0.52%	32
2018 Q2	$4.07M	Buy	64,254 +1,656	+3%	+$105K	0.55%	30
2018 Q1	$3.85M	Sell	62,598 -892	-1%	-$54.8K	0.53%	32
2017 Q4	$3.83M	Buy	+63,490	New	+$3.83M	0.58%	30