Appleton 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
Q3 | $950K | Buy |
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|
2025
Q2 | $863K | Hold |
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|
2025
Q1 | $731K | Hold |
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|
2024
Q4 | $789K | Hold |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $597K | Hold |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $676K | Sell |
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|
2021
Q4 | $792K | Buy |
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|
2021
Q3 | $765K | Sell |
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|
2021
Q2 | $798K | Sell |
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|
2021
Q1 | $765K | Sell |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $637K | Sell |
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|
2020
Q1 | $503K | Hold |
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|
2019
Q4 | $632K | Hold |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $590K | Sell |
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|
2019
Q1 | $572K | Hold |
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|
2018
Q4 | $479K | Hold |
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|
2018
Q3 | $571K | Hold |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $590K | Hold |
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|
2017
Q3 | $553K | Sell |
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|
2017
Q2 | $539K | Buy |
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|
2017
Q1 | $507K | Buy |
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