BlueSky Wealth Advisors’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 | $510K | Hold |
|
|||||
|
2025
Q2 | $497K | Hold |
|
|||||
|
2025
Q1 | $421K | Sell |
|
|||||
|
2024
Q4 | $741K | Hold |
|
|||||
|
2024
Q3 | $686K | Hold |
|
|||||
|
2024
Q2 | $646K | Hold |
|
|||||
|
2024
Q1 | $668K | Hold |
|
|||||
|
2023
Q4 | $611K | Hold |
|
|||||
|
2023
Q3 | $534K | Hold |
|
|||||
|
2023
Q2 | $565K | Sell |
|
|||||
|
2023
Q1 | $556K | Hold |
|
|||||
|
2022
Q4 | $511K | Hold |
|
|||||
|
2022
Q3 | $479K | Hold |
|
|||||
|
2022
Q2 | $484K | Hold |
|
|||||
|
2022
Q1 | $614K | Hold |
|
|||||
|
2021
Q4 | $704K | Sell |
|
|||||
|
2021
Q3 | $740K | Sell |
|
|||||
|
2021
Q2 | $765K | Hold |
|
|||||
|
2021
Q1 | $714K | Sell |
|
|||||
|
2020
Q4 | $736K | Sell |
|
|||||
|
2020
Q3 | $999K | Sell |
|
|||||
|
2020
Q2 | $865K | Hold |
|
|||||
|
2020
Q1 | $665K | Sell |
|
|||||
|
2019
Q4 | $938K | Hold |
|
|||||
|
2019
Q3 | $837K | Hold |
|
|||||
|
2019
Q2 | $857K | Buy |
|