BIA
BHK Investment Advisors’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 | $1.28M | Buy |
9,255
+200
| +2% | +$27.7K | 0.5% | 25 |
|
|
2025
Q1 | $1.06M | Sell |
9,055
-499
| -5% | -$58.6K | 0.45% | 26 |
|
|
2024
Q4 | $1.21M | Sell |
9,554
-150
| -2% | -$19K | 0.45% | 27 |
|
|
2024
Q3 | $1.14M | Sell |
9,704
-199
| -2% | -$23.3K | 0.42% | 28 |
|
|
2024
Q2 | $1.09M | Sell |
9,903
-50
| -0.5% | -$5.52K | 0.43% | 29 |
|
|
2024
Q1 | $1.14M | Buy |
9,953
+2,017
| +25% | +$230K | 0.44% | 29 |
|
|
2023
Q4 | $829K | Sell |
7,936
-664
| -8% | -$69.4K | 0.48% | 23 |
|
|
2023
Q3 | $786K | Sell |
8,600
-2,100
| -20% | -$192K | 0.36% | 29 |
|
|
2023
Q2 | $1.03M | Sell |
10,700
-200
| -2% | -$19.3K | 0.44% | 26 |
|
|
2023
Q1 | $992K | Buy |
10,900
+1,601
| +17% | +$146K | 0.43% | 26 |
|
|
2022
Q4 | $777K | Sell |
9,299
-1,939
| -17% | -$162K | 0.44% | 24 |
|
|
2022
Q3 | $881K | Sell |
11,238
-532
| -5% | -$41.7K | 0.44% | 27 |
|
|
2022
Q2 | $932K | Sell |
11,770
-449
| -4% | -$35.6K | 0.42% | 26 |
|
|
2022
Q1 | $1.23M | Sell |
12,219
-50
| -0.4% | -$5.03K | 0.51% | 24 |
|
|
2021
Q4 | $1.41M | Buy |
12,269
+1
| +0% | +$115 | 0.56% | 21 |
|
|
2021
Q3 | $1.38M | Sell |
12,268
-274
| -2% | -$30.7K | 0.57% | 21 |
|
|
2021
Q2 | $1.42M | Sell |
12,542
-1,400
| -10% | -$159K | 0.58% | 20 |
|
|
2021
Q1 | $1.43M | Hold |
13,942
| – | – | 0.66% | 19 |
|
|
2020
Q4 | $1.43M | Buy |
13,942
+6,521
| +88% | +$669K | 0.67% | 19 |
|
|
2020
Q3 | $1.28M | Sell |
7,421
-1,941
| -21% | -$336K | 0.72% | 19 |
|
|
2020
Q2 | $1.48M | Sell |
9,362
-25
| -0.3% | -$3.95K | 0.87% | 19 |
|
|
2020
Q1 | $1.14M | Sell |
9,387
-99
| -1% | -$12K | 0.81% | 19 |
|
|
2019
Q4 | $1.45M | Sell |
9,486
-49
| -0.5% | -$7.47K | 0.82% | 20 |
|
|
2019
Q3 | $1.35M | Buy |
9,535
+250
| +3% | +$35.3K | 0.78% | 25 |
|
|
2019
Q2 | $1.32M | Sell |
9,285
-174
| -2% | -$24.8K | 0.75% | 26 |
|
|
2019
Q1 | $1.28M | Sell |
9,459
-718
| -7% | -$97.4K | 0.78% | 25 |
|
|
2018
Q4 | $1.16M | Buy |
10,177
+502
| +5% | +$57.1K | 0.87% | 20 |
|
|
2018
Q3 | $1.31M | Buy |
9,675
+651
| +7% | +$88.3K | 0.88% | 20 |
|
|
2018
Q2 | $1.14M | Buy |
9,024
+1,637
| +22% | +$208K | 0.8% | 20 |
|
|
2018
Q1 | $908K | Buy |
7,387
+752
| +11% | +$92.4K | 0.67% | 20 |
|
|
2017
Q4 | $800K | Buy |
+6,635
| New | +$800K | 0.68% | 19 |
|