Financial Engines Advisors’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 | $4.12M | Buy |
29,727
+1,859
| +7% | +$258K | 0.01% | 162 |
|
|
2025
Q1 | $3.27M | Sell |
27,868
-1,400
| -5% | -$164K | 0.01% | 160 |
|
|
2024
Q4 | $3.71M | Buy |
29,268
+216
| +0.7% | +$27.4K | 0.01% | 158 |
|
|
2024
Q3 | $3.41M | Buy |
29,052
+1
| +0% | +$117 | 0.01% | 140 |
|
|
2024
Q2 | $3.21M | Sell |
29,051
-1,115
| -4% | -$123K | 0.01% | 140 |
|
|
2024
Q1 | $3.44M | Sell |
30,166
-3,551
| -11% | -$405K | 0.01% | 131 |
|
|
2023
Q4 | $3.52M | Sell |
33,717
-10,961
| -25% | -$1.15M | 0.01% | 116 |
|
|
2023
Q3 | $4.09M | Sell |
44,678
-3,527
| -7% | -$323K | 0.01% | 92 |
|
|
2023
Q2 | $4.66M | Buy |
48,205
+4,468
| +10% | +$432K | 0.01% | 90 |
|
|
2023
Q1 | $3.98M | Sell |
43,737
-118,249
| -73% | -$10.8M | 0.01% | 96 |
|
|
2022
Q4 | $13.5M | Buy |
161,986
+102,037
| +170% | +$8.53M | 0.04% | 75 |
|
|
2022
Q3 | $4.7M | Buy |
59,949
+20,946
| +54% | +$1.64M | 0.02% | 87 |
|
|
2022
Q2 | $3.09M | Buy |
39,003
+16,681
| +75% | +$1.32M | 0.01% | 97 |
|
|
2022
Q1 | $2.24M | Buy |
22,322
+7,557
| +51% | +$759K | 0.01% | 113 |
|
|
2021
Q4 | $1.7M | Buy |
14,765
+4,994
| +51% | +$575K | ﹤0.01% | 98 |
|
|
2021
Q3 | $1.1M | Sell |
9,771
-57
| -0.6% | -$6.39K | ﹤0.01% | 107 |
|
|
2021
Q2 | $1.11M | Sell |
9,828
-348
| -3% | -$39.4K | ﹤0.01% | 93 |
|
|
2021
Q1 | $1.04M | Buy |
10,176
+5
| +0% | +$511 | ﹤0.01% | 113 |
|
|
2020
Q4 | $1.04M | Sell |
10,171
-605
| -6% | -$62.1K | ﹤0.01% | 109 |
|
|
2020
Q3 | $931K | Sell |
10,776
-234
| -2% | -$20.2K | ﹤0.01% | 112 |
|
|
2020
Q2 | $870K | Sell |
11,010
-30,884
| -74% | -$2.44M | ﹤0.01% | 108 |
|
|
2020
Q1 | $2.55M | Buy |
+41,894
| New | +$2.55M | 0.01% | 74 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$3K | – | 164 |
|
|
2018
Q2 | $3K | Sell |
44
-142
| -76% | -$9.68K | ﹤0.01% | 123 |
|
|
2018
Q1 | $11K | Buy |
+186
| New | +$11K | ﹤0.01% | 97 |
|