EWA
ERTS Wealth Advisors’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 | $1.28M | Buy |
9,246
+48
| +0.5% | +$6.66K | 0.44% | 18 |
|
|
2025
Q1 | $1.08M | Sell |
9,198
-1,558
| -14% | -$183K | 0.21% | 28 |
|
|
2024
Q4 | $1.36M | Sell |
10,756
-293
| -3% | -$37.1K | 0.26% | 28 |
|
|
2024
Q3 | $1.3M | Sell |
11,049
-27
| -0.2% | -$3.17K | 0.24% | 28 |
|
|
2024
Q2 | $1.22M | Buy |
11,076
+23
| +0.2% | +$2.54K | 0.25% | 28 |
|
|
2024
Q1 | $1.26M | Sell |
11,053
-941
| -8% | -$107K | 0.26% | 26 |
|
|
2023
Q4 | $1.25M | Sell |
11,994
-812
| -6% | -$84.8K | 0.27% | 23 |
|
|
2023
Q3 | $1.17M | Buy |
12,806
+113
| +0.9% | +$10.3K | 0.28% | 23 |
|
|
2023
Q2 | $1.23M | Sell |
12,693
-44
| -0.3% | -$4.25K | 0.29% | 24 |
|
|
2023
Q1 | $1.16M | Sell |
12,737
-1,271
| -9% | -$116K | 0.28% | 25 |
|
|
2022
Q4 | $1.17M | Sell |
14,008
-728
| -5% | -$60.9K | 0.3% | 34 |
|
|
2022
Q3 | $1.16M | Buy |
14,736
+311
| +2% | +$24.4K | 0.32% | 28 |
|
|
2022
Q2 | $1.14M | Buy |
14,425
+792
| +6% | +$62.8K | 0.32% | 29 |
|
|
2022
Q1 | $1.37M | Buy |
13,633
+721
| +6% | +$72.5K | 0.38% | 24 |
|
|
2021
Q4 | $1.48M | Sell |
12,912
-97
| -0.7% | -$11.1K | 0.35% | 25 |
|
|
2021
Q3 | $1.46M | Sell |
13,009
-46
| -0.4% | -$5.16K | 0.38% | 23 |
|
|
2021
Q2 | $1.48M | Sell |
13,055
-2,625
| -17% | -$297K | 0.4% | 22 |
|
|
2021
Q1 | $1.6M | Sell |
15,680
-502
| -3% | -$51.2K | 0.47% | 24 |
|
|
2020
Q4 | $1.66M | Buy |
16,182
+8,999
| +125% | +$924K | 0.54% | 22 |
|
|
2020
Q3 | $1.24M | Sell |
7,183
-842
| -10% | -$146K | 0.47% | 24 |
|
|
2020
Q2 | $1.27M | Sell |
8,025
-1,480
| -16% | -$234K | 0.51% | 24 |
|
|
2020
Q1 | $1.16M | Buy |
+9,505
| New | +$1.16M | 0.56% | 25 |
|
|
2019
Q1 | – | Sell |
-815
| Closed | -$93K | – | 202 |
|
|
2018
Q4 | $93K | Buy |
+815
| New | +$93K | 0.07% | 126 |
|