Advisory Alpha’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 | $386K | Hold |
2,781
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $327K | Buy |
2,781
+6
| +0.2% | +$705 | 0.01% | 334 |
|
|
2024
Q4 | $352K | Buy |
2,775
+445
| +19% | +$56.4K | 0.01% | 284 |
|
|
2024
Q3 | $273K | Hold |
2,330
| – | – | 0.01% | 330 |
|
|
2024
Q2 | $257K | Sell |
2,330
-8
| -0.3% | -$883 | 0.01% | 317 |
|
|
2024
Q1 | $267K | Buy |
2,338
+124
| +6% | +$14.2K | 0.01% | 326 |
|
|
2023
Q4 | $231K | Hold |
2,214
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $202K | Sell |
2,214
-102
| -4% | -$9.32K | 0.01% | 291 |
|
|
2023
Q2 | $224K | Sell |
2,316
-1,876
| -45% | -$181K | 0.01% | 299 |
|
|
2023
Q1 | $382K | Buy |
4,192
+94
| +2% | +$8.56K | 0.02% | 206 |
|
|
2022
Q4 | $343K | Buy |
+4,098
| New | +$343K | 0.02% | 196 |
|
|
2022
Q2 | – | Sell |
-2,169
| Closed | -$218K | – | 262 |
|
|
2022
Q1 | $218K | Buy |
+2,169
| New | +$218K | 0.01% | 248 |
|