Broadleaf Partners’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 | $2.71M | Buy |
19,522
+852
| +5% | +$118K | 0.6% | 43 |
|
|
2025
Q1 | $2.19M | Sell |
18,670
-1,278
| -6% | -$150K | 0.57% | 44 |
|
|
2024
Q4 | $2.53M | Buy |
19,948
+213
| +1% | +$27K | 0.59% | 39 |
|
|
2024
Q3 | $2.31M | Buy |
19,735
+416
| +2% | +$48.8K | 0.55% | 40 |
|
|
2024
Q2 | $2.13M | Sell |
19,319
-377
| -2% | -$41.6K | 0.52% | 37 |
|
|
2024
Q1 | $2.25M | Buy |
19,696
+33
| +0.2% | +$3.77K | 0.58% | 41 |
|
|
2023
Q4 | $2.05M | Sell |
19,663
-350
| -2% | -$36.6K | 0.6% | 41 |
|
|
2023
Q3 | $1.83M | Buy |
20,013
+555
| +3% | +$50.7K | 0.61% | 37 |
|
|
2023
Q2 | $1.88M | Buy |
19,458
+392
| +2% | +$37.9K | 0.61% | 39 |
|
|
2023
Q1 | $1.74M | Buy |
19,066
+2,021
| +12% | +$184K | 0.62% | 39 |
|
|
2022
Q4 | $1.43M | Sell |
17,045
-396
| -2% | -$33.1K | 0.56% | 39 |
|
|
2022
Q3 | $1.37M | Sell |
17,441
-188
| -1% | -$14.7K | 0.57% | 39 |
|
|
2022
Q2 | $1.4M | Buy |
17,629
+275
| +2% | +$21.8K | 0.58% | 37 |
|
|
2022
Q1 | $1.74M | Buy |
17,354
+2,155
| +14% | +$217K | 0.58% | 39 |
|
|
2021
Q4 | $1.75M | Sell |
15,199
-651
| -4% | -$75K | 0.54% | 38 |
|
|
2021
Q3 | $1.78M | Sell |
15,850
-19
| -0.1% | -$2.13K | 0.59% | 41 |
|
|
2021
Q2 | $1.8M | Sell |
15,869
-714
| -4% | -$80.8K | 0.62% | 42 |
|
|
2021
Q1 | $1.69M | Sell |
16,583
-461
| -3% | -$47K | 0.64% | 40 |
|
|
2020
Q4 | $1.75M | Sell |
17,044
-234
| -1% | -$24K | 0.69% | 39 |
|
|
2020
Q3 | $1.49M | Buy |
17,278
+50
| +0.3% | +$4.32K | 0.66% | 40 |
|
|
2020
Q2 | $1.36M | Sell |
17,228
-576
| -3% | -$45.5K | 0.67% | 40 |
|
|
2020
Q1 | $1.08M | Buy |
17,804
+466
| +3% | +$28.3K | 0.7% | 39 |
|
|
2019
Q4 | $1.32M | Buy |
17,338
+162
| +0.9% | +$12.4K | 0.72% | 38 |
|
|
2019
Q3 | $1.21M | Buy |
17,176
+478
| +3% | +$33.8K | 0.76% | 38 |
|
|
2019
Q2 | $1.19M | Buy |
16,698
+972
| +6% | +$69.3K | 0.76% | 37 |
|
|
2019
Q1 | $1.07M | Buy |
15,726
+64
| +0.4% | +$4.34K | 0.74% | 36 |
|
|
2018
Q4 | $890K | Buy |
15,662
+428
| +3% | +$24.3K | 0.71% | 37 |
|
|
2018
Q3 | $1.03M | Buy |
15,234
+896
| +6% | +$60.8K | 0.69% | 40 |
|
|
2018
Q2 | $909K | Buy |
14,338
+1,032
| +8% | +$65.4K | 0.67% | 40 |
|
|
2018
Q1 | $818K | Buy |
13,306
+8,110
| +156% | +$499K | 0.63% | 39 |
|
|
2017
Q4 | $313K | Buy |
+5,196
| New | +$313K | 0.26% | 41 |
|