BFC
Bedel Financial Consulting’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
7,197
-72
| -1% | -$9.99K | 0.14% | 92 |
|
|
2025
Q1 | $895K | Buy |
7,269
+277
| +4% | +$34.1K | 0.13% | 94 |
|
|
2024
Q4 | $959K | Buy |
6,992
+128
| +2% | +$17.6K | 0.13% | 91 |
|
|
2024
Q3 | $805K | Sell |
6,864
-740
| -10% | -$86.8K | 0.11% | 98 |
|
|
2024
Q2 | $839K | Sell |
7,604
-13
| -0.2% | -$1.44K | 0.12% | 90 |
|
|
2024
Q1 | $869K | Buy |
7,617
+77
| +1% | +$8.79K | 0.14% | 85 |
|
|
2023
Q4 | $788K | Buy |
7,540
+704
| +10% | +$73.5K | 0.14% | 87 |
|
|
2023
Q3 | $624K | Buy |
6,836
+850
| +14% | +$77.6K | 0.13% | 99 |
|
|
2023
Q2 | $578K | Buy |
5,986
+33
| +0.6% | +$3.19K | 0.12% | 106 |
|
|
2023
Q1 | $542K | Buy |
5,953
+425
| +8% | +$38.7K | 0.13% | 105 |
|
|
2022
Q4 | $462K | Buy |
5,528
+94
| +2% | +$7.86K | 0.11% | 117 |
|
|
2022
Q3 | $449K | Sell |
5,434
-2,487
| -31% | -$205K | 0.12% | 119 |
|
|
2022
Q2 | $628K | Buy |
7,921
+2,362
| +42% | +$187K | 0.18% | 74 |
|
|
2022
Q1 | $559K | Buy |
5,559
+6
| +0.1% | +$603 | 0.18% | 79 |
|
|
2021
Q4 | $640K | Buy |
5,553
+9
| +0.2% | +$1.04K | 0.2% | 74 |
|
|
2021
Q3 | $621K | Hold |
5,544
| – | – | 0.21% | 71 |
|
|
2021
Q2 | $628K | Buy |
5,544
+5
| +0.1% | +$566 | 0.22% | 67 |
|
|
2021
Q1 | $565K | Buy |
5,539
+4,675
| +541% | +$477K | 0.22% | 72 |
|
|
2020
Q4 | $89K | Buy |
864
+432
| +100% | +$44.5K | 0.04% | 242 |
|
|
2020
Q3 | $75K | Hold |
432
| – | – | 0.04% | 247 |
|
|
2020
Q2 | $68K | Hold |
432
| – | – | 0.04% | 248 |
|
|
2020
Q1 | $53K | Buy |
432
+156
| +57% | +$19.1K | 0.04% | 257 |
|
|
2019
Q4 | $42K | Hold |
276
| – | – | 0.02% | 308 |
|
|
2019
Q3 | $39K | Hold |
276
| – | – | 0.02% | 308 |
|
|
2019
Q2 | $39K | Buy |
276
+58
| +27% | +$8.2K | 0.02% | 308 |
|
|
2019
Q1 | $30K | Hold |
218
| – | – | 0.02% | 342 |
|
|
2018
Q4 | $25K | Buy |
+218
| New | +$25K | 0.02% | 338 |
|