Dynamic Advisor Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
10,251
+382
| +4% | +$53K | 0.04% | 367 |
|
|
2025
Q1 | $1.16M | Buy |
9,869
+524
| +6% | +$61.6K | 0.04% | 384 |
|
|
2024
Q4 | $1.18M | Buy |
9,345
+817
| +10% | +$104K | 0.05% | 285 |
|
|
2024
Q3 | $1M | Buy |
8,528
+405
| +5% | +$47.5K | 0.03% | 451 |
|
|
2024
Q2 | $896K | Sell |
8,123
-403
| -5% | -$44.5K | 0.03% | 486 |
|
|
2024
Q1 | $973K | Buy |
8,526
+2,797
| +49% | +$319K | 0.03% | 452 |
|
|
2023
Q4 | $578K | Buy |
+5,729
| New | +$578K | 0.02% | 539 |
|
|
2022
Q4 | – | Sell |
-2,638
| Closed | -$207K | – | 733 |
|
|
2022
Q3 | $207K | Sell |
2,638
-1
| -0% | -$78 | 0.02% | 623 |
|
|
2022
Q2 | $209K | Buy |
2,639
+8
| +0.3% | +$634 | 0.02% | 638 |
|
|
2022
Q1 | $264K | Buy |
2,631
+137
| +5% | +$13.7K | 0.02% | 598 |
|
|
2021
Q4 | $287K | Sell |
2,494
-497
| -17% | -$57.2K | 0.02% | 577 |
|
|
2021
Q3 | $335K | Buy |
2,991
+260
| +10% | +$29.1K | 0.03% | 548 |
|
|
2021
Q2 | $309K | Sell |
2,731
-53
| -2% | -$6K | 0.02% | 535 |
|
|
2021
Q1 | $284K | Sell |
2,784
-1,091
| -28% | -$111K | 0.03% | 512 |
|
|
2020
Q4 | $398K | Buy |
+3,875
| New | +$398K | 0.04% | 419 |
|