Aptus Capital Advisors’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 | $51K | Sell |
368
-7
| -2% | -$970 | ﹤0.01% | 1170 |
|
|
2025
Q1 | $44.1K | Sell |
375
-44
| -11% | -$5.18K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $53.1K | Sell |
419
-84
| -17% | -$10.7K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $59K | Buy |
503
+258
| +105% | +$30.3K | ﹤0.01% | 911 |
|
|
2024
Q2 | $27K | Sell |
245
-758
| -76% | -$83.6K | ﹤0.01% | 948 |
|
|
2024
Q1 | $114K | Buy |
1,003
+184
| +22% | +$21K | ﹤0.01% | 803 |
|
|
2023
Q4 | $85.6K | Sell |
819
-202
| -20% | -$21.1K | ﹤0.01% | 625 |
|
|
2023
Q3 | $93.3K | Buy |
1,021
+233
| +30% | +$21.3K | ﹤0.01% | 624 |
|
|
2023
Q2 | $76.1K | Sell |
788
-1,003
| -56% | -$96.9K | ﹤0.01% | 532 |
|
|
2023
Q1 | $163K | Buy |
1,791
+791
| +79% | +$72K | ﹤0.01% | 484 |
|
|
2022
Q4 | $83.6K | Hold |
1,000
| – | – | ﹤0.01% | 544 |
|
|
2022
Q3 | $78K | Buy |
1,000
+454
| +83% | +$35.4K | ﹤0.01% | 511 |
|
|
2022
Q2 | $43K | Buy |
+546
| New | +$43K | ﹤0.01% | 474 |
|
|
2020
Q4 | – | Sell |
-138
| Closed | -$11K | – | 476 |
|
|
2020
Q3 | $11K | Sell |
138
-2,372
| -95% | -$189K | ﹤0.01% | 386 |
|
|
2020
Q2 | $198K | Sell |
2,510
-482
| -16% | -$38K | 0.01% | 246 |
|
|
2020
Q1 | $181K | Buy |
2,992
+126
| +4% | +$7.62K | 0.02% | 255 |
|
|
2019
Q4 | $218K | Hold |
2,866
| – | – | 0.02% | 287 |
|
|
2019
Q3 | $202K | Sell |
2,866
-350
| -11% | -$24.7K | 0.01% | 312 |
|
|
2019
Q2 | $229K | Hold |
3,216
| – | – | 0.03% | 296 |
|
|
2019
Q1 | $218K | Buy |
+3,216
| New | +$218K | 0.04% | 277 |
|