Brickley Wealth Management’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
Q2 | $1.21M | Sell |
8,271
-59
| -0.7% | -$8.13K | 0.17% | 33 |
|
|
2026
Q1 | $1.07M | Sell |
8,330
-61
| -0.7% | -$8.25K | 0.18% | 26 |
|
|
2025
Q4 | $1.15M | Sell |
8,391
-1
| -0% | -$140 | 0.19% | 27 |
|
|
2025
Q3 | $1.2M | Sell |
8,392
-200
| -2% | -$28.3K | 0.21% | 24 |
|
|
2025
Q2 | $1.19M | Sell |
8,592
-136
| -2% | -$17.2K | 0.23% | 22 |
|
|
2025
Q1 | $1.03M | Sell |
8,728
-274
| -3% | -$35.2K | 0.21% | 23 |
|
|
2024
Q4 | $1.14M | Sell |
9,002
-29
| -0.3% | -$3.69K | 0.23% | 22 |
|
|
2024
Q3 | $1.06M | Sell |
9,031
-315
| -3% | -$35.2K | 0.22% | 24 |
|
|
2024
Q2 | $1.03M | Sell |
9,346
-50
| -0.5% | -$5.49K | 0.23% | 24 |
|
|
2024
Q1 | $1.07M | Sell |
9,396
-27
| -0.3% | -$2.92K | 0.25% | 24 |
|
|
2023
Q4 | $984K | Sell |
9,423
-46
| -0.5% | -$4.36K | 0.24% | 26 |
|
|
2023
Q3 | $865K | Sell |
9,469
-280
| -3% | -$26.8K | 0.23% | 26 |
|
|
2023
Q2 | $942K | Hold |
9,749
| – | – | 0.24% | 28 |
|
|
2023
Q1 | $888K | Sell |
9,749
-398
| -4% | -$35.5K | 0.24% | 26 |
|
|
2022
Q4 | $848K | Sell |
10,147
-106
| -1% | -$8.92K | 0.25% | 27 |
|
|
2022
Q3 | $804K | Buy |
10,253
+31
| +0.3% | +$2.67K | 0.26% | 24 |
|
|
2022
Q2 | $810K | Sell |
10,222
-997
| -9% | -$86.8K | 0.25% | 28 |
|
|
2022
Q1 | $1.13M | Sell |
11,219
-88
| -0.8% | -$8.76K | 0.3% | 24 |
|
|
2021
Q4 | $1.3M | Sell |
11,307
-1,715
| -13% | -$200K | 0.28% | 25 |
|
|
2021
Q3 | $1.46M | Sell |
13,022
-56
| -0.4% | -$6.44K | 0.37% | 25 |
|
|
2021
Q2 | $1.48M | Sell |
13,078
-114
| -0.9% | -$12.2K | 0.37% | 25 |
|
|
2021
Q1 | $1.35M | Sell |
13,192
-930
| -7% | -$97.2K | 0.36% | 25 |
|
|
2020
Q4 | $1.45M | Sell |
14,122
-24
| -0.2% | -$2.28K | 0.4% | 25 |
|
|
2020
Q3 | $1.29M | Sell |
14,146
-38
| -0.3% | -$3.21K | 0.36% | 25 |
|
|
2020
Q2 | $1.12M | Sell |
14,184
-298
| -2% | -$21.6K | 0.38% | 24 |
|
|
2020
Q1 | $880K | Sell |
14,482
-428
| -3% | -$31.2K | 0.37% | 25 |
|
|
2019
Q4 | $1.14M | Hold |
14,910
| – | – | 0.41% | 22 |
|
|
2019
Q3 | $1.05M | Sell |
14,910
-1,258
| -8% | -$90.4K | 0.43% | 22 |
|
|
2019
Q2 | $1.15M | Sell |
16,168
-7,322
| -31% | -$509K | 0.48% | 20 |
|
|
2019
Q1 | $1.59M | Sell |
23,490
-2,192
| -9% | -$141K | 0.7% | 18 |
|
|
2018
Q4 | $1.46M | Sell |
25,682
-6,402
| -20% | -$389K | 0.72% | 18 |
|
|
2018
Q3 | $2.17M | Sell |
32,084
-6,594
| -17% | -$438K | 1.03% | 16 |
|
|
2018
Q2 | $2.45M | Sell |
38,678
-38,042
| -50% | -$2.39M | 1.13% | 16 |
|
|
2018
Q1 | $4.72M | Sell |
76,720
-7,550
| -9% | -$471K | 2.38% | 13 |
|
|
2017
Q4 | $5.08M | Buy |
+84,270
| New | +$4.95M | 2.7% | 14 |
|
Other funds holding IWP
FCBT
FAC
CMA
GG
RFA
WMWM
CAM
FWP
MBTD
LFWA