AIA
Arcadia Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
1,235
| – | – | 0.09% | 39 |
|
|
2025
Q1 | $145K | Hold |
1,235
| – | – | 0.08% | 39 |
|
|
2024
Q4 | $157K | Hold |
1,235
| – | – | 0.09% | 38 |
|
|
2024
Q3 | $145K | Hold |
1,235
| – | – | 0.08% | 39 |
|
|
2024
Q2 | $136K | Sell |
1,235
-88
| -7% | -$9.71K | 0.08% | 39 |
|
|
2024
Q1 | $151K | Sell |
1,323
-178
| -12% | -$20.3K | 0.09% | 39 |
|
|
2023
Q4 | $157K | Sell |
1,501
-60
| -4% | -$6.27K | 0.09% | 38 |
|
|
2023
Q3 | $143K | Sell |
1,561
-78
| -5% | -$7.13K | 0.09% | 40 |
|
|
2023
Q2 | $158K | Hold |
1,639
| – | – | 0.1% | 39 |
|
|
2023
Q1 | $149K | Sell |
1,639
-116
| -7% | -$10.6K | 0.1% | 39 |
|
|
2022
Q4 | $147K | Sell |
1,755
-410
| -19% | -$34.3K | 0.1% | 39 |
|
|
2022
Q3 | $170K | Sell |
2,165
-346
| -14% | -$27.1K | 0.13% | 36 |
|
|
2022
Q2 | $199K | Sell |
2,511
-1,790
| -42% | -$142K | 0.15% | 36 |
|
|
2022
Q1 | $432K | Sell |
4,301
-339
| -7% | -$34.1K | 0.26% | 31 |
|
|
2021
Q4 | $535K | Sell |
4,640
-169
| -4% | -$19.5K | 0.27% | 30 |
|
|
2021
Q3 | $539K | Sell |
4,809
-58
| -1% | -$6.5K | 0.29% | 30 |
|
|
2021
Q2 | $551K | Sell |
4,867
-596
| -11% | -$67.5K | 0.29% | 28 |
|
|
2021
Q1 | $558K | Sell |
5,463
-5,737
| -51% | -$586K | 0.31% | 28 |
|
|
2020
Q4 | $1.15M | Sell |
11,200
-15,860
| -59% | -$1.63M | 0.66% | 23 |
|
|
2020
Q3 | $4.68M | Sell |
27,060
-1,811
| -6% | -$313K | 2.99% | 17 |
|
|
2020
Q2 | $4.57M | Buy |
28,871
+2,811
| +11% | +$444K | 3.1% | 17 |
|
|
2020
Q1 | $3.17M | Sell |
26,060
-343
| -1% | -$41.7K | 2.52% | 17 |
|
|
2019
Q4 | $4.03M | Sell |
26,403
-612
| -2% | -$93.4K | 2.65% | 16 |
|
|
2019
Q3 | $3.82M | Buy |
27,015
+2,301
| +9% | +$325K | 2.58% | 17 |
|
|
2019
Q2 | $3.52M | Buy |
24,714
+18,397
| +291% | +$2.62M | 2.39% | 17 |
|
|
2019
Q1 | $857K | Buy |
+6,317
| New | +$857K | 0.65% | 25 |
|