Certified Advisory Corp’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 | $3.73M | Buy |
26,887
+3,785
| +16% | +$525K | 0.39% | 69 |
|
|
2025
Q1 | $2.71M | Buy |
23,102
+6,058
| +36% | +$712K | 0.31% | 89 |
|
|
2024
Q4 | $2.16M | Buy |
17,044
+2,602
| +18% | +$330K | 0.23% | 103 |
|
|
2024
Q3 | $1.69M | Buy |
14,442
+4,183
| +41% | +$491K | 0.19% | 115 |
|
|
2024
Q2 | $1.13M | Buy |
10,259
+2,529
| +33% | +$279K | 0.14% | 126 |
|
|
2024
Q1 | $882K | Buy |
7,730
+1,762
| +30% | +$201K | 0.12% | 135 |
|
|
2023
Q4 | $623K | Sell |
5,968
-193,241
| -97% | -$20.2M | 0.09% | 160 |
|
|
2023
Q3 | $737K | Buy |
199,209
+192,846
| +3,031% | +$713K | 0.14% | 132 |
|
|
2023
Q2 | $615K | Sell |
6,363
-1,594
| -20% | -$154K | 0.11% | 143 |
|
|
2023
Q1 | $725K | Sell |
7,957
-322
| -4% | -$29.3K | 0.13% | 147 |
|
|
2022
Q4 | $692K | Buy |
8,279
+1,384
| +20% | +$116K | 0.14% | 141 |
|
|
2022
Q3 | $541K | Buy |
6,895
+393
| +6% | +$30.8K | 0.12% | 143 |
|
|
2022
Q2 | $515K | Sell |
6,502
-1,373
| -17% | -$109K | 0.11% | 149 |
|
|
2022
Q1 | $791K | Sell |
7,875
-1,069
| -12% | -$107K | 0.17% | 127 |
|
|
2021
Q4 | $1.03M | Buy |
8,944
+8
| +0.1% | +$922 | 0.23% | 107 |
|
|
2021
Q3 | $1M | Buy |
8,936
+149
| +2% | +$16.7K | 0.24% | 100 |
|
|
2021
Q2 | $995K | Buy |
8,787
+5
| +0.1% | +$566 | 0.25% | 98 |
|
|
2021
Q1 | $896K | Buy |
+8,782
| New | +$896K | 0.23% | 97 |
|
|
2020
Q2 | $1.26M | Sell |
15,904
-2,466
| -13% | -$195K | 0.42% | 56 |
|
|
2020
Q1 | $1.12M | Buy |
18,370
+5,038
| +38% | +$306K | 0.44% | 55 |
|
|
2019
Q4 | $1.02M | Buy |
13,332
+2,454
| +23% | +$187K | 0.33% | 74 |
|
|
2019
Q3 | $769K | Buy |
10,878
+1,548
| +17% | +$109K | 0.27% | 84 |
|
|
2019
Q2 | $665K | Buy |
9,330
+2,832
| +44% | +$202K | 0.25% | 89 |
|
|
2019
Q1 | $441K | Buy |
6,498
+4,048
| +165% | +$275K | 0.19% | 108 |
|
|
2018
Q4 | $139K | Buy |
2,450
+1,276
| +109% | +$72.4K | 0.07% | 171 |
|
|
2018
Q3 | $80K | Buy |
1,174
+128
| +12% | +$8.72K | 0.04% | 230 |
|
|
2018
Q2 | $66K | Buy |
1,046
+330
| +46% | +$20.8K | 0.04% | 239 |
|
|
2018
Q1 | $44K | Buy |
716
+164
| +30% | +$10.1K | 0.03% | 284 |
|
|
2017
Q4 | $33K | Buy |
+552
| New | +$33K | 0.02% | 288 |
|