Crewe Advisors’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 | $18.4K | Hold |
133
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $15.6K | Hold |
133
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $16.9K | Buy |
+133
| New | +$16.9K | ﹤0.01% | 373 |
|
|
2023
Q2 | – | Sell |
-608
| Closed | -$55.4K | – | 951 |
|
|
2023
Q1 | $55.4K | Hold |
608
| – | – | 0.01% | 301 |
|
|
2022
Q4 | $50.8K | Hold |
608
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $48K | Hold |
608
| – | – | 0.01% | 322 |
|
|
2022
Q2 | $48K | Hold |
608
| – | – | 0.01% | 301 |
|
|
2022
Q1 | $61K | Hold |
608
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $70K | Hold |
608
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $68K | Hold |
608
| – | – | 0.02% | 134 |
|
|
2021
Q2 | $69K | Sell |
608
-8
| -1% | -$908 | 0.02% | 137 |
|
|
2021
Q1 | $63K | Buy |
616
+8
| +1% | +$818 | 0.02% | 136 |
|
|
2020
Q4 | $62K | Hold |
608
| – | – | 0.02% | 123 |
|
|
2020
Q3 | $53K | Buy |
+608
| New | +$53K | 0.02% | 123 |
|
|
2019
Q4 | – | Sell |
-106
| Closed | -$7K | – | 263 |
|
|
2019
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 189 |
|
|
2019
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 222 |
|
|
2019
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 189 |
|
|
2018
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 194 |
|
|
2018
Q3 | $7K | Hold |
106
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $7K | Hold |
106
| – | – | 0.01% | 225 |
|
|
2018
Q1 | $7K | Hold |
106
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $6K | Buy |
+106
| New | +$6K | 0.01% | 232 |
|