BWM
Brickley Wealth Management’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 | $1.19M | Sell |
8,592
-136
| -2% | -$18.9K | 0.23% | 22 |
|
|
2025
Q1 | $1.03M | Sell |
8,728
-274
| -3% | -$32.2K | 0.21% | 23 |
|
|
2024
Q4 | $1.14M | Sell |
9,002
-29
| -0.3% | -$3.68K | 0.23% | 22 |
|
|
2024
Q3 | $1.06M | Sell |
9,031
-315
| -3% | -$36.9K | 0.22% | 24 |
|
|
2024
Q2 | $1.03M | Sell |
9,346
-50
| -0.5% | -$5.52K | 0.23% | 24 |
|
|
2024
Q1 | $1.07M | Sell |
9,396
-27
| -0.3% | -$3.08K | 0.25% | 24 |
|
|
2023
Q4 | $984K | Sell |
9,423
-46
| -0.5% | -$4.81K | 0.24% | 26 |
|
|
2023
Q3 | $865K | Sell |
9,469
-280
| -3% | -$25.6K | 0.23% | 26 |
|
|
2023
Q2 | $942K | Hold |
9,749
| – | – | 0.24% | 28 |
|
|
2023
Q1 | $888K | Sell |
9,749
-398
| -4% | -$36.2K | 0.24% | 26 |
|
|
2022
Q4 | $848K | Sell |
10,147
-106
| -1% | -$8.86K | 0.25% | 27 |
|
|
2022
Q3 | $804K | Buy |
10,253
+31
| +0.3% | +$2.43K | 0.26% | 24 |
|
|
2022
Q2 | $810K | Sell |
10,222
-997
| -9% | -$79K | 0.25% | 28 |
|
|
2022
Q1 | $1.13M | Sell |
11,219
-88
| -0.8% | -$8.85K | 0.3% | 24 |
|
|
2021
Q4 | $1.3M | Sell |
11,307
-1,715
| -13% | -$198K | 0.28% | 25 |
|
|
2021
Q3 | $1.46M | Sell |
13,022
-56
| -0.4% | -$6.27K | 0.37% | 25 |
|
|
2021
Q2 | $1.48M | Sell |
13,078
-114
| -0.9% | -$12.9K | 0.37% | 25 |
|
|
2021
Q1 | $1.35M | Sell |
13,192
-930
| -7% | -$94.9K | 0.36% | 25 |
|
|
2020
Q4 | $1.45M | Buy |
14,122
+7,049
| +100% | +$724K | 0.4% | 25 |
|
|
2020
Q3 | $1.29M | Sell |
7,073
-19
| -0.3% | -$3.47K | 0.36% | 25 |
|
|
2020
Q2 | $1.12M | Sell |
7,092
-149
| -2% | -$23.6K | 0.38% | 24 |
|
|
2020
Q1 | $880K | Sell |
7,241
-214
| -3% | -$26K | 0.37% | 25 |
|
|
2019
Q4 | $1.14M | Hold |
7,455
| – | – | 0.41% | 22 |
|
|
2019
Q3 | $1.05M | Sell |
7,455
-629
| -8% | -$88.9K | 0.43% | 22 |
|
|
2019
Q2 | $1.15M | Sell |
8,084
-3,661
| -31% | -$522K | 0.48% | 20 |
|
|
2019
Q1 | $1.59M | Sell |
11,745
-1,096
| -9% | -$149K | 0.7% | 18 |
|
|
2018
Q4 | $1.46M | Sell |
12,841
-3,201
| -20% | -$364K | 0.72% | 18 |
|
|
2018
Q3 | $2.18M | Sell |
16,042
-3,297
| -17% | -$447K | 1.03% | 16 |
|
|
2018
Q2 | $2.45M | Sell |
19,339
-19,021
| -50% | -$2.41M | 1.13% | 16 |
|
|
2018
Q1 | $4.72M | Sell |
38,360
-3,775
| -9% | -$464K | 2.38% | 13 |
|
|
2017
Q4 | $5.08M | Buy |
+42,135
| New | +$5.08M | 2.7% | 14 |
|