Financial Advocates Investment Management’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
Q3 | – | Sell |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $205K | Sell |
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|
2024
Q2 | $326K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $875K | Buy |
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|
2021
Q3 | $814K | Buy |
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|
2021
Q2 | $719K | Sell |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $602K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $602K | Buy |
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|
2019
Q3 | $556K | Buy |
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|
2019
Q2 | $561K | Buy |
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|
2019
Q1 | $453K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.93M | Buy |
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