Certuity’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 | $245K | Buy |
+1,767
| New | +$245K | 0.02% | 346 |
|
|
2023
Q2 | – | Sell |
-2,315
| Closed | -$211K | – | 270 |
|
|
2023
Q1 | $211K | Sell |
2,315
-2,251
| -49% | -$205K | 0.03% | 198 |
|
|
2022
Q4 | $382K | Hold |
4,566
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $358K | Hold |
4,566
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $362K | Buy |
4,566
+12
| +0.3% | +$951 | 0.09% | 123 |
|
|
2022
Q1 | $458K | Hold |
4,554
| – | – | 0.1% | 146 |
|
|
2021
Q4 | $525K | Hold |
4,554
| – | – | 0.11% | 128 |
|
|
2021
Q3 | $510K | Sell |
4,554
-14
| -0.3% | -$1.57K | 0.1% | 153 |
|
|
2021
Q2 | $517K | Buy |
4,568
+98
| +2% | +$11.1K | 0.12% | 129 |
|
|
2021
Q1 | $456K | Hold |
4,470
| – | – | 0.12% | 119 |
|
|
2020
Q4 | $459K | Hold |
4,470
| – | – | 0.15% | 103 |
|
|
2020
Q3 | $386K | Hold |
4,470
| – | – | 0.15% | 96 |
|
|
2020
Q2 | $353K | Buy |
+4,470
| New | +$353K | 0.16% | 88 |
|