Bailard’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 | $702K | Sell |
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|
2025
Q2 | $688K | Hold |
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|
2025
Q1 | $583K | Hold |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $582K | Hold |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $543K | Hold |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $473K | Hold |
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|
2022
Q4 | $435K | Hold |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $639K | Hold |
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|
2021
Q2 | $645K | Hold |
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|
2021
Q1 | $582K | Hold |
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|
2020
Q4 | $585K | Hold |
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|
2020
Q3 | $493K | Buy |
|