Badgley Phelps Wealth Managers’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 | $32.6M | Buy |
235,058
+2,674
| +1% | +$371K | 0.72% | 38 |
|
|
2025
Q1 | $27.3M | Buy |
232,384
+4,898
| +2% | +$575K | 0.66% | 42 |
|
|
2024
Q4 | $28.8M | Buy |
227,486
+1,528
| +0.7% | +$194K | 0.67% | 41 |
|
|
2024
Q3 | $26.5M | Buy |
225,958
+1,415
| +0.6% | +$166K | 0.62% | 47 |
|
|
2024
Q2 | $24.8M | Buy |
224,543
+24
| +0% | +$2.65K | 0.61% | 46 |
|
|
2024
Q1 | $25.6M | Buy |
224,519
+2,470
| +1% | +$282K | 0.64% | 47 |
|
|
2023
Q4 | $23.2M | Buy |
222,049
+16,951
| +8% | +$1.77M | 0.63% | 51 |
|
|
2023
Q3 | $18.7M | Buy |
205,098
+4,588
| +2% | +$419K | 0.64% | 54 |
|
|
2023
Q2 | $19.4M | Buy |
200,510
+1,737
| +0.9% | +$168K | 0.64% | 52 |
|
|
2023
Q1 | $18.1M | Buy |
198,773
+2,971
| +2% | +$271K | 0.67% | 50 |
|
|
2022
Q4 | $16.4M | Buy |
195,802
+572
| +0.3% | +$47.8K | 0.66% | 52 |
|
|
2022
Q3 | $15.3M | Buy |
195,230
+3,795
| +2% | +$298K | 0.66% | 54 |
|
|
2022
Q2 | $15.2M | Sell |
191,435
-3,425
| -2% | -$271K | 0.62% | 57 |
|
|
2022
Q1 | $19.6M | Buy |
194,860
+1,688
| +0.9% | +$170K | 0.68% | 49 |
|
|
2021
Q4 | $22.3M | Buy |
193,172
+6,105
| +3% | +$703K | 0.72% | 48 |
|
|
2021
Q3 | $21M | Buy |
+187,067
| New | +$21M | 0.76% | 42 |
|