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
Q3 | $452K | Sell |
3,176
-150
| -5% | -$21.2K | 0.11% | 75 |
|
|
2025
Q2 | $461K | Hold |
3,326
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $391K | Sell |
3,326
-350
| -10% | -$45K | 0.1% | 72 |
|
|
2024
Q4 | $466K | Hold |
3,676
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $431K | Sell |
3,676
-200
| -5% | -$22.4K | 0.11% | 69 |
|
|
2024
Q2 | $428K | Hold |
3,876
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $442K | Hold |
3,876
| – | – | 0.11% | 74 |
|
|
2023
Q4 | $405K | Hold |
3,876
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $354K | Sell |
3,876
-2,558
| -40% | -$245K | 0.11% | 68 |
|
|
2023
Q2 | $622K | Hold |
6,434
| – | – | 0.19% | 47 |
|
|
2023
Q1 | $586K | Sell |
6,434
-70
| -1% | -$6.25K | 0.18% | 49 |
|
|
2022
Q4 | $544K | Sell |
6,504
-944
| -13% | -$79.4K | 0.18% | 52 |
|
|
2022
Q3 | $584K | Hold |
7,448
| – | – | 0.23% | 37 |
|
|
2022
Q2 | $590K | Hold |
7,448
| – | – | 0.21% | 42 |
|
|
2022
Q1 | $749K | Hold |
7,448
| – | – | 0.22% | 36 |
|
|
2021
Q4 | $858K | Hold |
7,448
| – | – | 0.28% | 31 |
|
|
2021
Q3 | $835K | Hold |
7,448
| – | – | 0.27% | 32 |
|
|
2021
Q2 | $843K | Sell |
7,448
-180
| -2% | -$19.2K | 0.3% | 25 |
|
|
2021
Q1 | $779K | Buy |
7,628
+70
| +0.9% | +$7.32K | 0.29% | 31 |
|
|
2020
Q4 | $776K | Hold |
7,558
| – | – | 0.27% | 31 |
|
|
2020
Q3 | $653K | Sell |
7,558
-400
| -5% | -$33.8K | 0.24% | 29 |
|
|
2020
Q2 | $629K | Sell |
7,958
-276
| -3% | -$20K | 0.26% | 27 |
|
|
2020
Q1 | $501K | Hold |
8,234
| – | – | 0.23% | 35 |
|
|
2019
Q4 | $628K | Hold |
8,234
| – | – | 0.25% | 36 |
|
|
2019
Q3 | $582K | Sell |
8,234
-1,300
| -14% | -$93.4K | 0.24% | 36 |
|
|
2019
Q2 | $680K | Sell |
9,534
-60
| -0.6% | -$4.17K | 0.3% | 30 |
|
|
2019
Q1 | $651K | Hold |
9,594
| – | – | 0.29% | 30 |
|
|
2018
Q4 | $545K | Hold |
9,594
| – | – | 0.26% | 45 |
|
|
2018
Q3 | $650K | Sell |
9,594
-52
| -0.5% | -$3.46K | 0.3% | 32 |
|
|
2018
Q2 | $611K | Hold |
9,646
| – | – | 0.29% | 28 |
|
|
2018
Q1 | $593K | Hold |
9,646
| – | – | 0.3% | 32 |
|
|
2017
Q4 | $582K | Hold |
9,646
| – | – | 0.36% | 29 |
|
|
2017
Q3 | $546K | Hold |
9,646
| – | – | 0.36% | 30 |
|
|
2017
Q2 | $521K | Hold |
9,646
| – | – | 0.36% | 33 |
|
|
2017
Q1 | $500K | Hold |
9,646
| – | – | 0.36% | 32 |
|
|
2016
Q4 | $470K | Sell |
9,646
-1,800
| -16% | -$86.8K | 0.42% | 35 |
|
|
2016
Q3 | $557K | Hold |
11,446
| – | – | 0.59% | 21 |
|
|
2016
Q2 | $535K | Hold |
11,446
| – | – | 0.59% | 21 |
|
|
2016
Q1 | $527K | Hold |
11,446
| – | – | 0.48% | 22 |
|
|
2015
Q4 | $526K | Buy |
11,446
+202
| +2% | +$9.39K | 0.42% | 31 |
|
|
2015
Q3 | $498K | Sell |
11,244
-3,180
| -22% | -$151K | 0.62% | 24 |
|
|
2015
Q2 | $662K | Buy |
14,424
+3,180
| +28% | +$157K | 0.72% | 26 |
|
|
2015
Q1 | $551K | Hold |
11,244
| – | – | 0.56% | 22 |
|
|
2014
Q4 | $524K | Buy |
+11,244
| New | +$508K | 0.56% | 26 |
|
Other funds holding IWP
FCAS
