Capital Advisors Ltd’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 | $443K | Hold |
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|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $365K | Hold |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $325K | Hold |
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|
2020
Q4 | $326K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $251K | Buy |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $150K | Hold |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $140K | Hold |
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|
2018
Q1 | $135K | Hold |
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|
2017
Q4 | $133K | Hold |
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|
2017
Q3 | $125K | Hold |
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|
2017
Q2 | $119K | Hold |
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|
2017
Q1 | $114K | Buy |
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|
2016
Q4 | $102K | Hold |
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|
2016
Q3 | $102K | Hold |
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|
2016
Q2 | $98K | Hold |
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|
2016
Q1 | $97K | Hold |
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|
2015
Q4 | $97K | Hold |
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|
2015
Q3 | $93K | Hold |
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|
2015
Q2 | $102K | Hold |
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|
2015
Q1 | $103K | Buy |
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|
2014
Q4 | $90K | Sell |
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|
2014
Q3 | $97K | Sell |
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|
2014
Q2 | $147K | Hold |
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|
2014
Q1 | $141K | Hold |
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|
2013
Q4 | $138K | Buy |
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