EP Wealth 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 | $27.6M | Sell |
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|
2025
Q1 | $37.2M | Buy |
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|
2024
Q4 | $17.7M | Buy |
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|
2024
Q3 | $16.3M | Buy |
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|
2024
Q2 | $9.44M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.53M | Buy |
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|
2023
Q3 | $8.3M | Buy |
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|
2023
Q2 | $8.97M | Sell |
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|
2023
Q1 | $6.01M | Sell |
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|
2022
Q4 | $9.11M | Buy |
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|
2022
Q3 | $8.12M | Sell |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $12.7M | Buy |
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|
2021
Q4 | $12.5M | Sell |
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|
2021
Q3 | $12.2M | Sell |
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|
2021
Q2 | $13.3M | Sell |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $12.4M | Sell |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $10.5M | Sell |
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|
2020
Q1 | $9.39M | Sell |
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|
2019
Q4 | $14.6M | Buy |
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|
2019
Q3 | $11.2M | Sell |
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|
2019
Q2 | $11.5M | Sell |
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|
2019
Q1 | $74.2M | Buy |
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|
2018
Q4 | $59.5M | Buy |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $1.3M | Sell |
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|
2017
Q4 | $2.1M | Buy |
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|
2017
Q3 | $571K | Buy |
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|
2017
Q2 | $479K | Sell |
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|
2017
Q1 | $571K | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q3 | $377K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $443K | Sell |
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|
2015
Q4 | $7.43M | Buy |
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|
2015
Q3 | $690K | Sell |
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|
2015
Q2 | $790K | Buy |
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|
2015
Q1 | $757K | Sell |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $274K | Buy |
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|
2014
Q2 | $271K | Sell |
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|
2014
Q1 | $381K | Sell |
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|
2013
Q4 | $405K | Buy |
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|
2013
Q3 | $361K | Buy |
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