Arkadios Wealth 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 | $3.06M | Sell |
22,092
-586
| -3% | -$81.3K | 0.09% | 241 |
|
|
2025
Q1 | $2.66M | Buy |
22,678
+2,876
| +15% | +$338K | 0.1% | 230 |
|
|
2024
Q4 | $2.51M | Sell |
19,802
-366
| -2% | -$46.4K | 0.14% | 144 |
|
|
2024
Q3 | $2.37M | Buy |
20,168
+7,599
| +60% | +$891K | 0.13% | 157 |
|
|
2024
Q2 | $1.39M | Buy |
12,569
+1,512
| +14% | +$167K | 0.09% | 219 |
|
|
2024
Q1 | $1.26M | Buy |
11,057
+720
| +7% | +$82.2K | 0.1% | 196 |
|
|
2023
Q4 | $1.08M | Sell |
10,337
-916
| -8% | -$95.7K | 0.09% | 210 |
|
|
2023
Q3 | $1.03M | Sell |
11,253
-205
| -2% | -$18.7K | 0.1% | 206 |
|
|
2023
Q2 | $1.11M | Sell |
11,458
-502
| -4% | -$48.5K | 0.13% | 168 |
|
|
2023
Q1 | $1.09M | Sell |
11,960
-756
| -6% | -$68.8K | 0.13% | 173 |
|
|
2022
Q4 | $1.06M | Buy |
12,716
+1,610
| +14% | +$135K | 0.14% | 161 |
|
|
2022
Q3 | $871K | Buy |
11,106
+5,822
| +110% | +$457K | 0.13% | 177 |
|
|
2022
Q2 | $419K | Buy |
5,284
+881
| +20% | +$69.9K | 0.06% | 320 |
|
|
2022
Q1 | $443K | Sell |
4,403
-229
| -5% | -$23K | 0.06% | 337 |
|
|
2021
Q4 | $534K | Sell |
4,632
-46
| -1% | -$5.3K | 0.07% | 307 |
|
|
2021
Q3 | $524K | Sell |
4,678
-12,731
| -73% | -$1.43M | 0.08% | 281 |
|
|
2021
Q2 | $1.97M | Sell |
17,409
-1,212
| -7% | -$137K | 0.24% | 114 |
|
|
2021
Q1 | $1.9M | Sell |
18,621
-1,649
| -8% | -$168K | 0.31% | 80 |
|
|
2020
Q4 | $2.08M | Buy |
20,270
+13,152
| +185% | +$1.35M | 0.44% | 61 |
|
|
2020
Q3 | $658K | Hold |
7,118
| – | – | 0.33% | 64 |
|
|
2020
Q2 | $575K | Buy |
7,118
+6,966
| +4,583% | +$563K | 0.32% | 66 |
|
|
2020
Q1 | $9.24K | Hold |
152
| – | – | 0.01% | 656 |
|
|
2019
Q4 | $12.3K | Buy |
+152
| New | +$12.3K | 0.01% | 546 |
|