Estate Counselors’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
Q1 | – | Sell |
-4,220
| Closed | -$535K | – | 106 |
|
|
2024
Q4 | $535K | Buy |
+4,220
| New | +$535K | 0.06% | 83 |
|
|
2024
Q2 | – | Sell |
-2,885
| Closed | -$329K | – | 118 |
|
|
2024
Q1 | $329K | Sell |
2,885
-52,255
| -95% | -$5.96M | 0.04% | 102 |
|
|
2023
Q4 | $5.76M | Sell |
55,140
-69,045
| -56% | -$7.21M | 0.71% | 32 |
|
|
2023
Q3 | $11.3M | Sell |
124,185
-6,745
| -5% | -$616K | 1.51% | 21 |
|
|
2023
Q2 | $12.7M | Sell |
130,930
-86,405
| -40% | -$8.35M | 1.6% | 23 |
|
|
2023
Q1 | $19.8M | Buy |
217,335
+124,475
| +134% | +$11.3M | 2.61% | 9 |
|
|
2022
Q4 | $7.76M | Sell |
92,860
-12,370
| -12% | -$1.03M | 1.09% | 30 |
|
|
2022
Q3 | $8.25M | Buy |
+105,230
| New | +$8.25M | 1.28% | 22 |
|
|
2022
Q1 | – | Sell |
-16,315
| Closed | -$1.88M | – | 171 |
|
|
2021
Q4 | $1.88M | Sell |
16,315
-9,095
| -36% | -$1.05M | 0.23% | 49 |
|
|
2021
Q3 | $2.85M | Buy |
+25,410
| New | +$2.85M | 0.36% | 48 |
|