FMWA
Forvis Mazars Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
121,192
-1,460
| -1% | -$202K | 0.36% | 41 |
|
|
2025
Q1 | $14.4M | Sell |
122,652
-1,200
| -1% | -$141K | 0.35% | 45 |
|
|
2024
Q4 | $15.7M | Sell |
123,852
-16,822
| -12% | -$2.13M | 0.36% | 43 |
|
|
2024
Q3 | $16.5M | Sell |
140,674
-16,098
| -10% | -$1.89M | 0.38% | 44 |
|
|
2024
Q2 | $17.3M | Sell |
156,772
-28,251
| -15% | -$3.12M | 0.43% | 41 |
|
|
2024
Q1 | $21.1M | Sell |
185,023
-17,812
| -9% | -$2.03M | 0.54% | 35 |
|
|
2023
Q4 | $21.2M | Sell |
202,835
-12,828
| -6% | -$1.34M | 0.59% | 32 |
|
|
2023
Q3 | $19.7M | Sell |
215,663
-13,651
| -6% | -$1.25M | 0.59% | 32 |
|
|
2023
Q2 | $22.2M | Sell |
229,314
-13,370
| -6% | -$1.29M | 0.65% | 29 |
|
|
2023
Q1 | $22.1M | Sell |
242,684
-7,028
| -3% | -$640K | 0.72% | 26 |
|
|
2022
Q4 | $20.9M | Sell |
249,712
-1,919
| -0.8% | -$160K | 0.73% | 27 |
|
|
2022
Q3 | $19.7M | Sell |
251,631
-3,668
| -1% | -$288K | 0.8% | 21 |
|
|
2022
Q2 | $20.2M | Sell |
255,299
-10,586
| -4% | -$839K | 0.82% | 20 |
|
|
2022
Q1 | $26.7M | Sell |
265,885
-9,243
| -3% | -$929K | 1.13% | 14 |
|
|
2021
Q4 | $31.7M | Sell |
275,128
-501
| -0.2% | -$57.7K | 1.33% | 10 |
|
|
2021
Q3 | $30.9M | Buy |
275,629
+266
| +0.1% | +$29.8K | 1.42% | 8 |
|
|
2021
Q2 | $31.2M | Sell |
275,363
-8,294
| -3% | -$939K | 1.45% | 8 |
|
|
2021
Q1 | $29M | Buy |
283,657
+6,647
| +2% | +$678K | 1.44% | 8 |
|
|
2020
Q4 | $28.4M | Buy |
277,010
+142,536
| +106% | +$14.6M | 1.42% | 9 |
|
|
2020
Q3 | $23.2M | Buy |
134,474
+22,510
| +20% | +$3.89M | 1.35% | 12 |
|
|
2020
Q2 | $17.7M | Buy |
111,964
+1,910
| +2% | +$302K | 1.15% | 14 |
|
|
2020
Q1 | $13.4M | Buy |
110,054
+7,160
| +7% | +$871K | 1.1% | 13 |
|
|
2019
Q4 | $15.7M | Buy |
102,894
+1,278
| +1% | +$195K | 1.13% | 11 |
|
|
2019
Q3 | $14.4M | Sell |
101,616
-4,593
| -4% | -$649K | 1.15% | 12 |
|
|
2019
Q2 | $15.1M | Sell |
106,209
-1,565
| -1% | -$223K | 1.23% | 11 |
|
|
2019
Q1 | $14.6M | Buy |
107,774
+10,886
| +11% | +$1.48M | 1.21% | 11 |
|
|
2018
Q4 | $11M | Sell |
96,888
-69,802
| -42% | -$7.94M | 1.13% | 12 |
|
|
2018
Q3 | $22.6M | Sell |
166,690
-12,014
| -7% | -$1.63M | 1.98% | 8 |
|
|
2018
Q2 | $22.6M | Buy |
178,704
+1,466
| +0.8% | +$186K | 2.2% | 6 |
|
|
2018
Q1 | $21.8M | Buy |
177,238
+99,273
| +127% | +$12.2M | 2.18% | 7 |
|
|
2017
Q4 | $9.41M | Buy |
77,965
+8,243
| +12% | +$994K | 0.94% | 12 |
|
|
2017
Q3 | $7.89M | Buy |
69,722
+12,874
| +23% | +$1.46M | 0.87% | 14 |
|
|
2017
Q2 | $6.14M | Buy |
56,848
+4,045
| +8% | +$437K | 0.7% | 19 |
|
|
2017
Q1 | $5.48M | Buy |
52,803
+39,846
| +308% | +$4.13M | 0.67% | 17 |
|
|
2016
Q4 | $1.26M | Buy |
+12,957
| New | +$1.26M | 0.17% | 73 |
|