Claro Advisors’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
Q2 | $1.99M | Sell |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $3.01M | Sell |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.27M | Hold |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $4.08M | Hold |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.89M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $259K | Buy |
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