Berkshire Asset Management’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 | $586K | Hold |
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|
2025
Q2 | $570K | Hold |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $454K | Hold |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $490K | Hold |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $230K | Sell |
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|
2019
Q2 | $242K | Hold |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $253K | Buy |
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|
2017
Q4 | $241K | Sell |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $210K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $201K | Sell |
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|
2014
Q4 | $381K | Hold |
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|
2014
Q3 | $361K | Hold |
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|
2014
Q2 | $366K | Hold |
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|
2014
Q1 | $351K | Sell |
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|
2013
Q4 | $348K | Buy |
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|
2013
Q3 | $320K | Buy |
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|
2013
Q2 | $290K | Buy |
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