BWA
BlueSky Wealth 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 | $497K | Hold |
3,584
| – | – | 0.07% | 55 |
|
|
2025
Q1 | $421K | Sell |
3,584
-2,266
| -39% | -$266K | 0.07% | 56 |
|
|
2024
Q4 | $741K | Hold |
5,850
| – | – | 0.12% | 46 |
|
|
2024
Q3 | $686K | Hold |
5,850
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $646K | Hold |
5,850
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $668K | Hold |
5,850
| – | – | 0.52% | 22 |
|
|
2023
Q4 | $611K | Hold |
5,850
| – | – | 0.11% | 46 |
|
|
2023
Q3 | $534K | Hold |
5,850
| – | – | 0.11% | 46 |
|
|
2023
Q2 | $565K | Sell |
5,850
-257
| -4% | -$24.8K | 0.11% | 46 |
|
|
2023
Q1 | $556K | Hold |
6,107
| – | – | 0.12% | 45 |
|
|
2022
Q4 | $511K | Hold |
6,107
| – | – | 0.11% | 43 |
|
|
2022
Q3 | $479K | Hold |
6,107
| – | – | 0.11% | 45 |
|
|
2022
Q2 | $484K | Hold |
6,107
| – | – | 0.11% | 44 |
|
|
2022
Q1 | $614K | Hold |
6,107
| – | – | 0.12% | 44 |
|
|
2021
Q4 | $704K | Sell |
6,107
-500
| -8% | -$57.6K | 0.13% | 36 |
|
|
2021
Q3 | $740K | Sell |
6,607
-101
| -2% | -$11.3K | 0.14% | 34 |
|
|
2021
Q2 | $765K | Hold |
6,708
| – | – | 0.15% | 34 |
|
|
2021
Q1 | $714K | Sell |
6,708
-464
| -6% | -$49.4K | 0.16% | 32 |
|
|
2020
Q4 | $736K | Buy |
7,172
+1,814
| +34% | +$186K | 0.18% | 33 |
|
|
2020
Q3 | $999K | Sell |
5,358
-114
| -2% | -$21.3K | 0.26% | 31 |
|
|
2020
Q2 | $865K | Hold |
5,472
| – | – | 0.25% | 31 |
|
|
2020
Q1 | $665K | Sell |
5,472
-536
| -9% | -$65.1K | 0.25% | 32 |
|
|
2019
Q4 | $938K | Hold |
6,008
| – | – | 0.31% | 37 |
|
|
2019
Q3 | $837K | Hold |
6,008
| – | – | 0.29% | 37 |
|
|
2019
Q2 | $857K | Buy |
+6,008
| New | +$857K | 0.3% | 37 |
|