Appleton Partners’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 | $863K | Hold |
6,226
| – | – | 0.06% | 142 |
|
|
2025
Q1 | $731K | Hold |
6,226
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $789K | Hold |
6,226
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $730K | Buy |
6,226
+350
| +6% | +$41K | 0.05% | 149 |
|
|
2024
Q2 | $648K | Sell |
5,876
-150
| -2% | -$16.5K | 0.05% | 156 |
|
|
2024
Q1 | $688K | Sell |
6,026
-100
| -2% | -$11.4K | 0.05% | 161 |
|
|
2023
Q4 | $640K | Hold |
6,126
| – | – | 0.05% | 172 |
|
|
2023
Q3 | $560K | Sell |
6,126
-48
| -0.8% | -$4.39K | 0.05% | 179 |
|
|
2023
Q2 | $597K | Hold |
6,174
| – | – | 0.05% | 180 |
|
|
2023
Q1 | $562K | Sell |
6,174
-550
| -8% | -$50.1K | 0.05% | 196 |
|
|
2022
Q4 | $562K | Sell |
6,724
-100
| -1% | -$8.36K | 0.05% | 193 |
|
|
2022
Q3 | $535K | Buy |
6,824
+101
| +2% | +$7.92K | 0.05% | 191 |
|
|
2022
Q2 | $533K | Hold |
6,723
| – | – | 0.05% | 196 |
|
|
2022
Q1 | $676K | Sell |
6,723
-150
| -2% | -$15.1K | 0.06% | 185 |
|
|
2021
Q4 | $792K | Buy |
6,873
+48
| +0.7% | +$5.53K | 0.06% | 179 |
|
|
2021
Q3 | $765K | Sell |
6,825
-225
| -3% | -$25.2K | 0.06% | 173 |
|
|
2021
Q2 | $798K | Sell |
7,050
-450
| -6% | -$50.9K | 0.07% | 165 |
|
|
2021
Q1 | $765K | Sell |
7,500
-200
| -3% | -$20.4K | 0.07% | 165 |
|
|
2020
Q4 | $790K | Sell |
7,700
-228
| -3% | -$23.4K | 0.08% | 155 |
|
|
2020
Q3 | $685K | Sell |
7,928
-130
| -2% | -$11.2K | 0.08% | 160 |
|
|
2020
Q2 | $637K | Sell |
8,058
-220
| -3% | -$17.4K | 0.08% | 157 |
|
|
2020
Q1 | $503K | Hold |
8,278
| – | – | 0.07% | 167 |
|
|
2019
Q4 | $632K | Hold |
8,278
| – | – | 0.07% | 172 |
|
|
2019
Q3 | $585K | Hold |
8,278
| – | – | 0.07% | 174 |
|
|
2019
Q2 | $590K | Sell |
8,278
-150
| -2% | -$10.7K | 0.07% | 170 |
|
|
2019
Q1 | $572K | Hold |
8,428
| – | – | 0.08% | 171 |
|
|
2018
Q4 | $479K | Hold |
8,428
| – | – | 0.07% | 177 |
|
|
2018
Q3 | $571K | Hold |
8,428
| – | – | 0.08% | 177 |
|
|
2018
Q2 | $534K | Hold |
8,428
| – | – | 0.08% | 181 |
|
|
2018
Q1 | $518K | Sell |
8,428
-1,350
| -14% | -$83K | 0.08% | 183 |
|
|
2017
Q4 | $590K | Hold |
9,778
| – | – | 0.09% | 168 |
|
|
2017
Q3 | $553K | Sell |
9,778
-200
| -2% | -$11.3K | 0.09% | 158 |
|
|
2017
Q2 | $539K | Buy |
9,978
+200
| +2% | +$10.8K | 0.09% | 165 |
|
|
2017
Q1 | $507K | Buy |
+9,778
| New | +$507K | 0.09% | 162 |
|