Arkadios Wealth Advisors’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 | $3.2M | Buy |
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|
2025
Q2 | $3.06M | Sell |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.51M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $871K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $524K | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $2.08M | Buy |
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|
2020
Q3 | $658K | Hold |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $9.24K | Hold |
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|
2019
Q4 | $12.3K | Buy |
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