Evanson Asset Management’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
Q2 | $230K | Buy |
+1,662
| New | +$230K | 0.01% | 303 |
|
|
2025
Q1 | – | Sell |
-1,662
| Closed | -$211K | – | 317 |
|
|
2024
Q4 | $211K | Buy |
+1,662
| New | +$211K | 0.01% | 287 |
|
|
2022
Q2 | – | Sell |
-2,278
| Closed | -$229K | – | 286 |
|
|
2022
Q1 | $229K | Hold |
2,278
| – | – | 0.02% | 259 |
|
|
2021
Q4 | $262K | Hold |
2,278
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $259K | Hold |
2,278
| – | – | 0.03% | 239 |
|
|
2021
Q2 | $258K | Hold |
2,278
| – | – | 0.03% | 233 |
|
|
2021
Q1 | $232K | Hold |
2,278
| – | – | 0.03% | 246 |
|
|
2020
Q4 | $234K | Buy |
+2,278
| New | +$234K | 0.04% | 234 |
|