Congress Asset Management’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 | $29.9M | Buy |
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|
2025
Q2 | $21M | Sell |
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|
2025
Q1 | $56.3M | Sell |
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|
2024
Q4 | $87.1M | Buy |
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|
2024
Q3 | $43.2M | Buy |
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|
2024
Q2 | $18.2M | Buy |
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|
2024
Q1 | $15.1M | Sell |
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|
2023
Q4 | $61.5M | Buy |
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|
2023
Q3 | $24M | Buy |
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|
2023
Q2 | $16.4M | Sell |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $42.2M | Buy |
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|
2022
Q3 | $19.1M | Sell |
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|
2022
Q2 | $26.4M | Buy |
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|
2022
Q1 | $18.5M | Sell |
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|
2021
Q4 | $38.2M | Buy |
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|
2021
Q3 | $14.5M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $7.71M | Sell |
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|
2020
Q4 | $10.2M | Buy |
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|
2020
Q3 | $5.62M | Buy |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $6.11M | Sell |
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|
2019
Q4 | $22.5M | Buy |
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|
2019
Q3 | $6.17M | Sell |
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|
2019
Q2 | $9.59M | Buy |
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|
2019
Q1 | $4.11M | Sell |
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|
2018
Q4 | $77.9M | Buy |
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|
2018
Q3 | $2.79M | Sell |
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|
2018
Q2 | $4.48M | Sell |
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|
2018
Q1 | $6.49M | Sell |
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|
2017
Q4 | $16.4M | Buy |
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|
2017
Q3 | $3.84M | Sell |
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|
2017
Q2 | $5.32M | Buy |
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|
2017
Q1 | $4.59M | Sell |
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|
2016
Q4 | $8.7M | Buy |
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|
2016
Q3 | $3.65M | Buy |
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|
2016
Q2 | $851K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $6.77M | Buy |
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|
2015
Q3 | $6.23M | Buy |
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|
2015
Q2 | $1.63M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.78M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $489K | Buy |
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