Capital Investment Advisory Services’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 | $31.7K | Hold |
229
| – | – | ﹤0.01% | 816 |
|
|
2025
Q1 | $26.9K | Buy |
229
+94
| +70% | +$11K | ﹤0.01% | 780 |
|
|
2024
Q4 | $17.1K | Buy |
135
+2
| +2% | +$253 | ﹤0.01% | 770 |
|
|
2024
Q3 | $15.6K | Sell |
133
-86
| -39% | -$10.1K | ﹤0.01% | 819 |
|
|
2024
Q2 | $24.2K | Hold |
219
| – | – | ﹤0.01% | 755 |
|
|
2024
Q1 | $25K | Buy |
219
+63
| +40% | +$7.2K | ﹤0.01% | 744 |
|
|
2023
Q4 | $16.3K | Buy |
156
+12
| +8% | +$1.26K | ﹤0.01% | 762 |
|
|
2023
Q3 | $13.1K | Sell |
144
-1
| -0.7% | -$91 | ﹤0.01% | 744 |
|
|
2023
Q2 | $14K | Buy |
145
+11
| +8% | +$1.06K | ﹤0.01% | 727 |
|
|
2023
Q1 | $12.2K | Buy |
134
+1
| +0.8% | +$91 | ﹤0.01% | 720 |
|
|
2022
Q4 | $11.2K | Buy |
133
+47
| +55% | +$3.94K | ﹤0.01% | 739 |
|
|
2022
Q3 | $7K | Sell |
86
-645
| -88% | -$52.5K | ﹤0.01% | 719 |
|
|
2022
Q2 | $58K | Buy |
731
+645
| +750% | +$51.2K | 0.01% | 582 |
|
|
2022
Q1 | $9K | Hold |
86
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $10K | Hold |
86
| – | – | ﹤0.01% | 728 |
|
|
2021
Q3 | $10K | Hold |
86
| – | – | ﹤0.01% | 684 |
|
|
2021
Q2 | $10K | Hold |
86
| – | – | ﹤0.01% | 710 |
|
|
2021
Q1 | $9K | Hold |
86
| – | – | ﹤0.01% | 662 |
|
|
2020
Q4 | $9K | Hold |
86
| – | – | ﹤0.01% | 628 |
|
|
2020
Q3 | $7K | Buy |
+86
| New | +$7K | ﹤0.01% | 566 |
|