Apollon Wealth Management’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 | $1.67M | Buy |
12,010
+280
| +2% | +$38.8K | 0.03% | 405 |
|
|
2025
Q1 | $1.38M | Buy |
11,730
+5,321
| +83% | +$625K | 0.03% | 419 |
|
|
2024
Q4 | $812K | Buy |
6,409
+3,569
| +126% | +$452K | 0.02% | 587 |
|
|
2024
Q3 | $333K | Sell |
2,840
-9
| -0.3% | -$1.06K | 0.01% | 882 |
|
|
2024
Q2 | $314K | Sell |
2,849
-974
| -25% | -$107K | 0.01% | 845 |
|
|
2024
Q1 | $436K | Buy |
3,823
+736
| +24% | +$84K | 0.01% | 742 |
|
|
2023
Q4 | $322K | Buy |
+3,087
| New | +$322K | 0.01% | 816 |
|
|
2023
Q3 | – | Sell |
-2,254
| Closed | -$218K | – | 948 |
|
|
2023
Q2 | $218K | Buy |
+2,254
| New | +$218K | 0.01% | 838 |
|
|
2022
Q4 | – | Sell |
-2,987
| Closed | -$234K | – | 884 |
|
|
2022
Q3 | $234K | Hold |
2,987
| – | – | 0.02% | 680 |
|
|
2022
Q2 | $237K | Sell |
2,987
-1,269
| -30% | -$101K | 0.02% | 634 |
|
|
2022
Q1 | $428K | Sell |
4,256
-2,022
| -32% | -$203K | 0.03% | 499 |
|
|
2021
Q4 | $723K | Buy |
6,278
+2,219
| +55% | +$256K | 0.05% | 376 |
|
|
2021
Q3 | $455K | Sell |
4,059
-44
| -1% | -$4.93K | 0.06% | 287 |
|
|
2021
Q2 | $464K | Buy |
4,103
+431
| +12% | +$48.7K | 0.08% | 230 |
|
|
2021
Q1 | $375K | Buy |
3,672
+804
| +28% | +$82.1K | 0.07% | 234 |
|
|
2020
Q4 | $294K | Buy |
+2,868
| New | +$294K | 0.08% | 161 |
|
|
2020
Q3 | – | Sell |
-272
| Closed | -$22K | – | 422 |
|
|
2020
Q2 | $22K | Buy |
+272
| New | +$22K | 0.01% | 360 |
|