Creative Planning’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 | $54.1M | Buy |
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|
2025
Q1 | $45M | Sell |
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|
2024
Q4 | $48.5M | Buy |
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|
2024
Q3 | $42.5M | Buy |
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|
2024
Q2 | $39.8M | Sell |
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|
2024
Q1 | $42.6M | Sell |
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|
2023
Q4 | $39.2M | Sell |
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|
2023
Q3 | $35M | Sell |
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|
2023
Q2 | $39.1M | Sell |
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|
2023
Q1 | $37.5M | Sell |
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|
2022
Q4 | $34.5M | Sell |
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|
2022
Q3 | $32.4M | Sell |
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|
2022
Q2 | $32.9M | Buy |
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|
2022
Q1 | $39.4M | Buy |
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|
2021
Q4 | $44.1M | Sell |
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|
2021
Q3 | $43.3M | Buy |
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|
2021
Q2 | $43.2M | Sell |
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|
2021
Q1 | $65.7M | Buy |
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|
2020
Q4 | $65.7M | Buy |
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|
2020
Q3 | $32.4M | Sell |
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|
2020
Q2 | $50M | Buy |
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|
2020
Q1 | $21.1M | Buy |
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|
2019
Q4 | $26.5M | Buy |
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|
2019
Q3 | $24.3M | Sell |
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|
2019
Q2 | $24.6M | Sell |
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|
2019
Q1 | $23.5M | Buy |
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|
2018
Q4 | $19.4M | Buy |
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|
2018
Q3 | $21.6M | Sell |
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|
2018
Q2 | $23.7M | Buy |
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|
2018
Q1 | $22.9M | Buy |
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|
2017
Q4 | $22.4M | Buy |
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|
2017
Q3 | $20.7M | Buy |
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|
2017
Q2 | $19.5M | Sell |
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|
2017
Q1 | $19.2M | Buy |
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|
2016
Q4 | $17.3M | Buy |
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|
2016
Q3 | $17.2M | Buy |
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|
2016
Q2 | $16.3M | Buy |
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|
2016
Q1 | $16M | Sell |
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|
2015
Q4 | $19.6M | Buy |
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|
2015
Q3 | $17M | Buy |
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|
2015
Q2 | $2.28M | Buy |
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|
2015
Q1 | $2.03M | Buy |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $1.25M | Buy |
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|
2014
Q2 | $1.13M | Buy |
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|
2014
Q1 | $898K | Buy |
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|
2013
Q4 | $747K | Buy |
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|
2013
Q3 | $499K | Sell |
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|
2013
Q2 | $477K | Buy |
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