Avantax Advisory Services’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 | $12.4M | Buy |
89,685
+2,437
| +3% | +$338K | 0.07% | 217 |
|
|
2025
Q1 | $10.3M | Sell |
87,248
-5,680
| -6% | -$667K | 0.06% | 238 |
|
|
2024
Q4 | $11.8M | Buy |
92,928
+15,801
| +20% | +$2M | 0.07% | 193 |
|
|
2024
Q3 | $9.05M | Buy |
77,127
+7,429
| +11% | +$871K | 0.06% | 242 |
|
|
2024
Q2 | $7.69M | Buy |
69,698
+2,795
| +4% | +$308K | 0.05% | 264 |
|
|
2024
Q1 | $7.64M | Buy |
66,903
+13,782
| +26% | +$1.57M | 0.07% | 222 |
|
|
2023
Q4 | $5.55M | Buy |
53,121
+4,588
| +9% | +$479K | 0.06% | 261 |
|
|
2023
Q3 | $4.43M | Sell |
48,533
-1,537
| -3% | -$140K | 0.05% | 285 |
|
|
2023
Q2 | $4.84M | Buy |
50,070
+1,039
| +2% | +$100K | 0.06% | 259 |
|
|
2023
Q1 | $4.46M | Sell |
49,031
-1,742
| -3% | -$159K | 0.05% | 267 |
|
|
2022
Q4 | $4.24M | Sell |
50,773
-8,973
| -15% | -$750K | 0.06% | 258 |
|
|
2022
Q3 | $4.69M | Buy |
59,746
+935
| +2% | +$73.3K | 0.07% | 212 |
|
|
2022
Q2 | $4.66M | Sell |
58,811
-2,937
| -5% | -$233K | 0.07% | 211 |
|
|
2022
Q1 | $6.2M | Sell |
61,748
-38,213
| -38% | -$3.84M | 0.09% | 169 |
|
|
2021
Q4 | $11.5M | Buy |
99,961
+3,014
| +3% | +$347K | 0.17% | 93 |
|
|
2021
Q3 | $10.9M | Buy |
96,947
+3,662
| +4% | +$410K | 0.18% | 90 |
|
|
2021
Q2 | $10.6M | Buy |
93,285
+1,423
| +2% | +$161K | 0.19% | 90 |
|
|
2021
Q1 | $9.37M | Buy |
91,862
+9,012
| +11% | +$919K | 0.2% | 88 |
|
|
2020
Q4 | $8.5M | Buy |
82,850
+10,636
| +15% | +$1.09M | 0.2% | 85 |
|
|
2020
Q3 | $6.25M | Buy |
72,214
+20,766
| +40% | +$1.8M | 0.1% | 173 |
|
|
2020
Q2 | $4.07M | Buy |
51,448
+33,518
| +187% | +$2.65M | 0.12% | 133 |
|
|
2020
Q1 | $1.09M | Buy |
17,930
+1,010
| +6% | +$61.4K | 0.03% | 284 |
|
|
2019
Q4 | $1.29M | Buy |
+16,920
| New | +$1.29M | 0.03% | 287 |
|