Bleakley Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
22,671
+3,075
| +16% | +$426K | 0.08% | 216 |
|
|
2025
Q1 | $2.3M | Sell |
19,596
-5,288
| -21% | -$621K | 0.07% | 219 |
|
|
2024
Q4 | $3.15M | Buy |
24,884
+257
| +1% | +$32.6K | 0.09% | 179 |
|
|
2024
Q3 | $2.89M | Sell |
24,627
-1,606
| -6% | -$188K | 0.09% | 191 |
|
|
2024
Q2 | $2.89M | Buy |
26,233
+306
| +1% | +$33.8K | 0.08% | 218 |
|
|
2024
Q1 | $2.96M | Sell |
25,927
-836
| -3% | -$95.4K | 0.09% | 222 |
|
|
2023
Q4 | $2.8M | Buy |
26,763
+12,660
| +90% | +$1.32M | 0.09% | 213 |
|
|
2023
Q3 | $1.29M | Buy |
14,103
+474
| +3% | +$43.3K | 0.05% | 337 |
|
|
2023
Q2 | $1.32M | Sell |
13,629
-1,915
| -12% | -$185K | 0.04% | 345 |
|
|
2023
Q1 | $1.42M | Sell |
15,544
-2,856
| -16% | -$260K | 0.05% | 321 |
|
|
2022
Q4 | $1.54M | Buy |
+18,400
| New | +$1.54M | 0.06% | 306 |
|