Brighton Jones LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
18,061
+357
| +2% | +$49.5K | 0.07% | 167 |
|
|
2025
Q1 | $2.08M | Sell |
17,704
-1,580
| -8% | -$186K | 0.07% | 165 |
|
|
2024
Q4 | $2.44M | Sell |
19,284
-4,518
| -19% | -$573K | 0.07% | 145 |
|
|
2024
Q3 | $2.79M | Buy |
23,802
+661
| +3% | +$77.5K | 0.11% | 104 |
|
|
2024
Q2 | $2.55M | Sell |
23,141
-613
| -3% | -$67.6K | 0.08% | 120 |
|
|
2024
Q1 | $2.71M | Sell |
23,754
-362
| -2% | -$41.3K | 0.1% | 110 |
|
|
2023
Q4 | $2.52M | Sell |
24,116
-3,635
| -13% | -$380K | 0.11% | 107 |
|
|
2023
Q3 | $2.54M | Sell |
27,751
-422
| -1% | -$38.5K | 0.13% | 94 |
|
|
2023
Q2 | $2.72M | Sell |
28,173
-31
| -0.1% | -$3K | 0.14% | 93 |
|
|
2023
Q1 | $2.57M | Buy |
28,204
+88
| +0.3% | +$8.01K | 0.15% | 88 |
|
|
2022
Q4 | $2.35M | Sell |
28,116
-3,526
| -11% | -$295K | 0.14% | 89 |
|
|
2022
Q3 | $2.48M | Sell |
31,642
-1,090
| -3% | -$85.5K | 0.15% | 75 |
|
|
2022
Q2 | $2.59M | Buy |
32,732
+909
| +3% | +$72K | 0.15% | 76 |
|
|
2022
Q1 | $3.2M | Sell |
31,823
-994
| -3% | -$99.9K | 0.15% | 71 |
|
|
2021
Q4 | $3.78M | Sell |
32,817
-1,982
| -6% | -$228K | 0.18% | 59 |
|
|
2021
Q3 | $3.9M | Buy |
34,799
+548
| +2% | +$61.4K | 0.2% | 55 |
|
|
2021
Q2 | $3.88M | Sell |
34,251
-1,182
| -3% | -$134K | 0.2% | 51 |
|
|
2021
Q1 | $3.62M | Buy |
35,433
+476
| +1% | +$48.6K | 0.21% | 50 |
|
|
2020
Q4 | $3.59M | Buy |
34,957
+125
| +0.4% | +$12.8K | 0.22% | 46 |
|
|
2020
Q3 | $3.01M | Buy |
34,832
+2,198
| +7% | +$190K | 0.21% | 43 |
|
|
2020
Q2 | $2.58M | Sell |
32,634
-1,222
| -4% | -$96.6K | 0.21% | 45 |
|
|
2020
Q1 | $2.06M | Sell |
33,856
-1,630
| -5% | -$99.1K | 0.22% | 44 |
|
|
2019
Q4 | $2.71M | Buy |
35,486
+12
| +0% | +$915 | 0.29% | 43 |
|
|
2019
Q3 | $2.51M | Sell |
35,474
-68
| -0.2% | -$4.81K | 0.29% | 41 |
|
|
2019
Q2 | $2.53M | Buy |
35,542
+164
| +0.5% | +$11.7K | 0.3% | 44 |
|
|
2019
Q1 | $2.4M | Sell |
35,378
-1,860
| -5% | -$126K | 0.29% | 47 |
|
|
2018
Q4 | $2.12M | Buy |
37,238
+32
| +0.1% | +$1.82K | 0.31% | 42 |
|
|
2018
Q3 | $2.52M | Buy |
37,206
+14
| +0% | +$949 | 0.31% | 38 |
|
|
2018
Q2 | $2.36M | Buy |
37,192
+4,734
| +15% | +$300K | 0.3% | 36 |
|
|
2018
Q1 | $2M | Buy |
32,458
+1,360
| +4% | +$83.6K | 0.28% | 43 |
|
|
2017
Q4 | $1.88M | Sell |
31,098
-2,248
| -7% | -$136K | 0.23% | 46 |
|
|
2017
Q3 | $1.89M | Sell |
33,346
-812
| -2% | -$46K | 0.24% | 43 |
|
|
2017
Q2 | $1.85M | Hold |
34,158
| – | – | 0.26% | 42 |
|
|
2017
Q1 | $1.77M | Buy |
34,158
+23,690
| +226% | +$1.23M | 0.43% | 24 |
|
|
2016
Q4 | $510K | Sell |
10,468
-23,908
| -70% | -$1.16M | 0.19% | 41 |
|
|
2016
Q3 | $1.67M | Buy |
34,376
+22
| +0.1% | +$1.07K | 0.27% | 48 |
|
|
2016
Q2 | $1.61M | Sell |
34,354
-1,840
| -5% | -$86.1K | 0.28% | 45 |
|
|
2016
Q1 | $1.67M | Buy |
36,194
+16
| +0% | +$737 | 0.31% | 41 |
|
|
2015
Q4 | $1.66M | Sell |
36,178
-1,156
| -3% | -$53.1K | 0.32% | 40 |
|
|
2015
Q3 | $1.65M | Buy |
37,334
+684
| +2% | +$30.3K | 0.35% | 35 |
|
|
2015
Q2 | $1.78M | Sell |
36,650
-1,768
| -5% | -$85.6K | 0.41% | 34 |
|
|
2015
Q1 | $1.88M | Sell |
38,418
-750
| -2% | -$36.7K | 0.43% | 30 |
|
|
2014
Q4 | $1.83M | Buy |
39,168
+780
| +2% | +$36.4K | 0.42% | 33 |
|
|
2014
Q3 | $1.7M | Buy |
38,388
+30
| +0.1% | +$1.33K | 0.38% | 37 |
|
|
2014
Q2 | $1.72M | Hold |
38,358
| – | – | 0.39% | 31 |
|
|
2014
Q1 | $1.65M | Buy |
38,358
+14
| +0% | +$601 | 0.39% | 33 |
|
|
2013
Q4 | $1.62M | Buy |
38,344
+14
| +0% | +$590 | 0.37% | 34 |
|
|
2013
Q3 | $1.5M | Sell |
38,330
-3,140
| -8% | -$123K | 0.39% | 28 |
|
|
2013
Q2 | $1.49M | Buy |
+41,470
| New | +$1.49M | 0.45% | 23 |
|