Atticus Wealth Management’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 | $1.05M | Buy |
7,577
+7
| +0.1% | +$971 | 0.28% | 50 |
|
|
2025
Q1 | $889K | Sell |
7,570
-782
| -9% | -$91.9K | 0.29% | 46 |
|
|
2024
Q4 | $1.06M | Sell |
8,352
-263
| -3% | -$33.3K | 0.33% | 41 |
|
|
2024
Q3 | $1.01M | Sell |
8,615
-591
| -6% | -$69.3K | 0.32% | 41 |
|
|
2024
Q2 | $1.02M | Sell |
9,206
-1,564
| -15% | -$173K | 0.33% | 38 |
|
|
2024
Q1 | $1.23M | Sell |
10,770
-217
| -2% | -$24.8K | 0.4% | 35 |
|
|
2023
Q4 | $1.15M | Sell |
10,987
-1,382
| -11% | -$144K | 0.4% | 34 |
|
|
2023
Q3 | $1.13M | Sell |
12,369
-124
| -1% | -$11.3K | 0.43% | 34 |
|
|
2023
Q2 | $1.21M | Sell |
12,493
-61
| -0.5% | -$5.9K | 0.44% | 35 |
|
|
2023
Q1 | $1.14M | Sell |
12,554
-1,908
| -13% | -$174K | 0.44% | 36 |
|
|
2022
Q4 | $1.21M | Buy |
+14,462
| New | +$1.21M | 0.5% | 35 |
|
|
2022
Q3 | – | Sell |
-15,473
| Closed | -$1.23M | – | 595 |
|
|
2022
Q2 | $1.23M | Sell |
15,473
-130
| -0.8% | -$10.3K | 0.51% | 41 |
|
|
2022
Q1 | $1.57M | Buy |
15,603
+12
| +0.1% | +$1.21K | 0.57% | 37 |
|
|
2021
Q4 | $1.8M | Sell |
15,591
-38
| -0.2% | -$4.38K | 0.7% | 31 |
|
|
2021
Q3 | $1.75M | Sell |
15,629
-740
| -5% | -$83K | 0.77% | 28 |
|
|
2021
Q2 | $1.85M | Buy |
16,369
+10
| +0.1% | +$1.13K | 0.81% | 31 |
|
|
2021
Q1 | $1.67M | Sell |
16,359
-194
| -1% | -$19.8K | 0.8% | 33 |
|
|
2020
Q4 | $1.7M | Sell |
16,553
-91
| -0.5% | -$9.34K | 0.86% | 29 |
|
|
2020
Q3 | $1.44M | Buy |
16,644
+54
| +0.3% | +$4.67K | 0.86% | 26 |
|
|
2020
Q2 | $1.31M | Sell |
16,590
-5,808
| -26% | -$459K | 0.87% | 28 |
|
|
2020
Q1 | $1.36M | Sell |
22,398
-6,632
| -23% | -$403K | 1.1% | 23 |
|
|
2019
Q4 | $2.22M | Buy |
+29,030
| New | +$2.22M | 1.41% | 22 |
|