Evensky & Katz’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 | – | Sell |
|
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|
2025
Q1 | $161K | Buy |
|
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|
2024
Q4 | $173K | Buy |
|
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|
2024
Q3 | $160K | Buy |
|
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|
2024
Q2 | $151K | Buy |
|
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|
2024
Q1 | $156K | Buy |
|
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|
2023
Q4 | $142K | Buy |
|
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|
2023
Q3 | $124K | Hold |
|
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|
2023
Q2 | $131K | Buy |
|
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|
2023
Q1 | $123K | Buy |
|
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|
2022
Q4 | $113K | Buy |
|
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|
2022
Q3 | $106K | Hold |
|
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|
2022
Q2 | $107K | Buy |
|
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|
2022
Q1 | $135K | Buy |
|
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|
2021
Q4 | $155K | Buy |
|
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|
2021
Q3 | $150K | Sell |
|
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|
2021
Q2 | $170K | Buy |
|
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|
2021
Q1 | $153K | Hold |
|
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|
2020
Q4 | $154K | Buy |
|
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|
2020
Q3 | $130K | Buy |
|
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|
2020
Q2 | $118K | Buy |
|
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|
2020
Q1 | $91K | Sell |
|
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|
2019
Q4 | $123K | Buy |
|
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|
2019
Q3 | $105K | Sell |
|
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|
2019
Q2 | $110K | Buy |
|
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|
2019
Q1 | $104K | Buy |
|