Capital Analysts LLC’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 | $753K | Sell |
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|
2025
Q2 | $902K | Sell |
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|
2025
Q1 | $1.99M | Sell |
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|
2024
Q4 | $2.2M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $825K | Buy |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $656K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $710K | Sell |
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|
2020
Q2 | $670K | Hold |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $759K | Buy |
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|
2019
Q3 | $688K | Sell |
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|
2019
Q2 | $703K | Buy |
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|
2019
Q1 | $669K | Sell |
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|
2018
Q4 | $759K | Buy |
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|
2018
Q3 | $669K | Sell |
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|
2018
Q2 | $656K | Buy |
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|
2018
Q1 | $615K | Buy |
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|
2017
Q4 | $593K | Hold |
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|
2017
Q3 | $556K | Sell |
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|
2017
Q2 | $538K | Buy |
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|
2017
Q1 | $510K | Buy |
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|
2016
Q4 | $449K | Buy |
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|
2016
Q3 | $448K | Sell |
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|
2016
Q2 | $467K | Buy |
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|
2016
Q1 | $452K | Buy |
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|
2015
Q4 | $422K | Buy |
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|
2015
Q3 | $395K | Buy |
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|
2015
Q2 | $290K | Buy |
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|
2015
Q1 | $278K | Buy |
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|
2014
Q4 | $196K | Buy |
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|
2014
Q3 | $106K | Hold |
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|
2014
Q2 | $107K | Buy |
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|
2014
Q1 | $68.6K | Buy |
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|
2013
Q4 | $42.2K | Buy |
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