Affiance Financial’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 | $997K | Sell |
7,186
-36
| -0.5% | -$4.99K | 0.2% | 49 |
|
|
2025
Q1 | $849K | Hold |
7,222
| – | – | 0.2% | 51 |
|
|
2024
Q4 | $915K | Hold |
7,222
| – | – | 0.22% | 54 |
|
|
2024
Q3 | $847K | Hold |
7,222
| – | – | 0.21% | 56 |
|
|
2024
Q2 | $797K | Hold |
7,222
| – | – | 0.21% | 55 |
|
|
2024
Q1 | $824K | Sell |
7,222
-582
| -7% | -$66.4K | 0.22% | 53 |
|
|
2023
Q4 | $815K | Hold |
7,804
| – | – | 0.24% | 58 |
|
|
2023
Q3 | $713K | Sell |
7,804
-1,930
| -20% | -$176K | 0.36% | 57 |
|
|
2023
Q2 | $941K | Hold |
9,734
| – | – | 0.46% | 51 |
|
|
2023
Q1 | $886K | Sell |
9,734
-10,084
| -51% | -$918K | 0.47% | 50 |
|
|
2022
Q4 | $1.66M | Buy |
19,818
+17,944
| +958% | +$1.5M | 0.67% | 30 |
|
|
2022
Q3 | $147K | Hold |
1,874
| – | – | 0.08% | 79 |
|
|
2022
Q2 | $148K | Sell |
1,874
-1,300
| -41% | -$103K | 0.08% | 84 |
|
|
2022
Q1 | $319K | Hold |
3,174
| – | – | 0.16% | 77 |
|
|
2021
Q4 | $366K | Hold |
3,174
| – | – | 0.15% | 86 |
|
|
2021
Q3 | $356K | Hold |
3,174
| – | – | 0.15% | 84 |
|
|
2021
Q2 | $359K | Hold |
3,174
| – | – | 0.15% | 85 |
|
|
2021
Q1 | $324K | Hold |
3,174
| – | – | 0.14% | 86 |
|
|
2020
Q4 | $326K | Hold |
3,174
| – | – | 0.17% | 84 |
|
|
2020
Q3 | $274K | Buy |
+3,174
| New | +$274K | 0.16% | 84 |
|