Essex Financial Services’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 | $3.29M | Buy |
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|
2025
Q1 | $2.61M | Buy |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $682K | Sell |
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|
2022
Q4 | $671K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $853K | Buy |
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|
2021
Q2 | $725K | Hold |
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|
2021
Q1 | $725K | Hold |
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|
2020
Q4 | $729K | Buy |
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|
2020
Q3 | $394K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Buy |
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