Bartlett & Co Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.3M	Sell	110,121 -1,284	-1%	-$178K	0.21%	81
2025 Q1	$13.1M	Sell	111,405 -5,568	-5%	-$654K	0.19%	87
2024 Q4	$14.8M	Sell	116,973 -5,126	-4%	-$650K	0.22%	81
2024 Q3	$14.3M	Sell	122,099 -314	-0.3%	-$36.8K	0.21%	84
2024 Q2	$13.5M	Sell	122,413 -3,776	-3%	-$417K	0.21%	85
2024 Q1	$14.4M	Sell	126,189 -5,276	-4%	-$602K	0.22%	83
2023 Q4	$13.8M	Sell	131,465 -28,671	-18%	-$3.01M	0.22%	82
2023 Q3	$14.7M	Buy	160,136 +3,592	+2%	+$329K	0.26%	79
2023 Q2	$15.1M	Sell	156,544 -4,521	-3%	-$437K	0.26%	78
2023 Q1	$14.7M	Buy	161,065 +7,142	+5%	+$650K	0.28%	76
2022 Q4	$12.9M	Sell	153,923 -3,641	-2%	-$304K	0.26%	83
2022 Q3	$12.4M	Sell	157,564 -477	-0.3%	-$37.4K	0.27%	77
2022 Q2	$12.5M	Buy	158,041 +6,178	+4%	+$489K	0.25%	81
2022 Q1	$15.3M	Buy	151,863 +11,300	+8%	+$1.14M	0.27%	81
2021 Q4	$16.2M	Buy	140,563 +2,889	+2%	+$333K	0.27%	75
2021 Q3	$15.4M	Buy	137,674 +6,127	+5%	+$687K	0.29%	75
2021 Q2	$14.9M	Buy	131,547 +3,337	+3%	+$378K	0.28%	77
2021 Q1	$13.1M	Buy	128,210 +3,414	+3%	+$348K	0.26%	77
2020 Q4	$12.8M	Sell	124,796 -306	-0.2%	-$31.4K	0.27%	76
2020 Q3	$10.8M	Buy	125,102 +2,850	+2%	+$246K	0.25%	78
2020 Q2	$9.67M	Buy	122,252 +6,832	+6%	+$540K	0.25%	85
2020 Q1	$7.02M	Buy	115,420 +16,116	+16%	+$980K	0.21%	94
2019 Q4	$7.58M	Buy	99,304 +1,270	+1%	+$96.9K	0.18%	105
2019 Q3	$6.93M	Sell	98,034 -9,544	-9%	-$675K	0.18%	111
2019 Q2	$7.67M	Buy	107,578 +468	+0.4%	+$33.4K	0.29%	73
2019 Q1	$7.27M	Buy	107,110 +3,968	+4%	+$269K	0.28%	77
2018 Q4	$5.86M	Buy	103,142 +15,338	+17%	+$872K	0.25%	78
2018 Q3	$5.97M	Buy	87,804 +15,296	+21%	+$1.04M	0.22%	83
2018 Q2	$4.59M	Buy	72,508 +10,204	+16%	+$647K	0.19%	87
2018 Q1	$3.83M	Buy	+62,304	New	+$3.83M	0.16%	89