Burt Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $405K | Hold |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $622K | Hold |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $749K | Hold |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $835K | Hold |
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|
2021
Q2 | $843K | Sell |
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|
2021
Q1 | $779K | Buy |
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|
2020
Q4 | $776K | Hold |
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|
2020
Q3 | $653K | Sell |
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|
2020
Q2 | $629K | Sell |
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|
2020
Q1 | $501K | Hold |
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|
2019
Q4 | $628K | Hold |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $680K | Sell |
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|
2019
Q1 | $651K | Hold |
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|
2018
Q4 | $545K | Hold |
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|
2018
Q3 | $650K | Sell |
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|
2018
Q2 | $611K | Hold |
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|
2018
Q1 | $593K | Hold |
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|
2017
Q4 | $582K | Hold |
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|
2017
Q3 | $546K | Hold |
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|
2017
Q2 | $521K | Hold |
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|
2017
Q1 | $500K | Hold |
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|
2016
Q4 | $470K | Sell |
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|
2016
Q3 | $557K | Hold |
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|
2016
Q2 | $535K | Hold |
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|
2016
Q1 | $527K | Hold |
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|
2015
Q4 | $526K | Buy |
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|
2015
Q3 | $498K | Sell |
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|
2015
Q2 | $662K | Buy |
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|
2015
Q1 | $551K | Hold |
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|
2014
Q4 | $524K | Buy |
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