Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344K | Buy |
2,683
+633
| +31% | +$85.7K | 0.01% | 204 |
|
|
2025
Q4 | $281K | Buy |
2,050
+621
| +43% | +$86.8K | 0.01% | 221 |
|
|
2025
Q3 | $204K | Buy |
1,429
+460
| +47% | +$65K | 0.01% | 247 |
|
|
2025
Q2 | $134K | Sell |
969
-109
| -10% | -$13.8K | 0.01% | 295 |
|
|
2025
Q1 | $127K | Sell |
1,078
-59
| -5% | -$7.58K | 0.01% | 279 |
|
|
2024
Q4 | $144K | Hold |
1,137
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $133K | Hold |
1,137
| – | – | 0.01% | 269 |
|
|
2024
Q2 | $125K | Hold |
1,137
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $130K | Sell |
1,137
-20
| -2% | -$2.16K | 0.01% | 242 |
|
|
2023
Q4 | $121K | Hold |
1,157
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $106K | Hold |
1,157
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $112K | Hold |
1,157
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $105K | Hold |
1,157
| – | – | 0.01% | 227 |
|
|
2022
Q4 | $96.7K | Hold |
1,157
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $91K | Sell |
1,157
-56
| -5% | -$4.82K | 0.01% | 234 |
|
|
2022
Q2 | $96K | Sell |
1,213
-104
| -8% | -$9.06K | 0.01% | 212 |
|
|
2022
Q1 | $132K | Hold |
1,317
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $152K | Sell |
1,317
-111
| -8% | -$12.9K | 0.01% | 169 |
|
|
2021
Q3 | $160K | Hold |
1,428
| – | – | 0.02% | 161 |
|
|
2021
Q2 | $162K | Sell |
1,428
-50
| -3% | -$5.34K | 0.02% | 156 |
|
|
2021
Q1 | $151K | Buy |
1,478
+538
| +57% | +$56.3K | 0.02% | 145 |
|
|
2020
Q4 | $96K | Hold |
940
| – | – | 0.02% | 160 |
|
|
2020
Q3 | $81K | Hold |
940
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $74K | Hold |
940
| – | – | 0.02% | 155 |
|
|
2020
Q1 | $57K | Hold |
940
| – | – | 0.02% | 157 |
|
|
2019
Q4 | $72K | Sell |
940
-36
| -4% | -$2.64K | 0.02% | 160 |
|
|
2019
Q3 | $69K | Hold |
976
| – | – | 0.03% | 140 |
|
|
2019
Q2 | $69K | Sell |
976
-156
| -14% | -$10.8K | 0.04% | 130 |
|
|
2019
Q1 | $76K | Sell |
1,132
-16
| -1% | -$1.03K | 0.04% | 117 |
|
|
2018
Q4 | $65K | Sell |
1,148
-78
| -6% | -$4.75K | 0.03% | 119 |
|
|
2018
Q3 | $83K | Buy |
1,226
+100
| +9% | +$6.65K | 0.05% | 112 |
|
|
2018
Q2 | $71K | Hold |
1,126
| – | – | 0.04% | 125 |
|
|
2018
Q1 | $69K | Sell |
1,126
-16
| -1% | -$999 | 0.04% | 122 |
|
|
2017
Q4 | $69K | Hold |
1,142
| – | – | 0.04% | 114 |
|
|
2017
Q3 | $65K | Buy |
+1,142
| New | +$62.7K | 0.05% | 111 |
|
Other funds holding IWP
FCAS
Bogart Wealth LLC's IWP Position: Q1 2026 in Review
Bogart Wealth LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 31% in Q1 2026, buying an estimated $85.7K and bringing the position to 2,683 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #204.
Bogart Wealth LLC first reported a position in IWP in Q3 2017 and has held it in 35 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Bogart Wealth LLC held 2,683 shares of iShares Russell Mid-Cap Growth ETF worth $344K as of Q1 2026.
- Bogart Wealth LLC bought 633 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $85.7K.
- iShares Russell Mid-Cap Growth ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #204 holding.
- Bogart Wealth LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and has held it in 35 quarters since.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.