Founders Financial Securities’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 | $1.2M | Buy |
8,677
+3,883
| +81% | +$538K | 0.09% | 209 |
|
|
2025
Q1 | $578K | Sell |
4,794
-6,479
| -57% | -$782K | 0.05% | 297 |
|
|
2024
Q4 | $1.43M | Buy |
11,273
+8,121
| +258% | +$1.03M | 0.13% | 141 |
|
|
2024
Q3 | $370K | Sell |
3,152
-1,768
| -36% | -$207K | 0.03% | 315 |
|
|
2024
Q2 | $543K | Buy |
4,920
+1,592
| +48% | +$176K | 0.05% | 275 |
|
|
2024
Q1 | $380K | Buy |
3,328
+145
| +5% | +$16.6K | 0.04% | 292 |
|
|
2023
Q4 | $332K | Buy |
3,183
+41
| +1% | +$4.28K | 0.04% | 292 |
|
|
2023
Q3 | $287K | Sell |
3,142
-763
| -20% | -$69.7K | 0.04% | 271 |
|
|
2023
Q2 | $377K | Sell |
3,905
-63
| -2% | -$6.09K | 0.05% | 243 |
|
|
2023
Q1 | $361K | Sell |
3,968
-98
| -2% | -$8.92K | 0.05% | 243 |
|
|
2022
Q4 | $340K | Hold |
4,066
| – | – | 0.05% | 243 |
|
|
2022
Q3 | $319K | Buy |
+4,066
| New | +$319K | 0.06% | 223 |
|
|
2022
Q2 | – | Sell |
-2,231
| Closed | -$224K | – | 283 |
|
|
2022
Q1 | $224K | Hold |
2,231
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $257K | Sell |
2,231
-22
| -1% | -$2.53K | 0.05% | 225 |
|
|
2021
Q3 | $252K | Hold |
2,253
| – | – | 0.05% | 229 |
|
|
2021
Q2 | $255K | Hold |
2,253
| – | – | 0.05% | 248 |
|
|
2021
Q1 | $230K | Sell |
2,253
-13
| -0.6% | -$1.33K | 0.05% | 235 |
|
|
2020
Q4 | $233K | Buy |
+2,266
| New | +$233K | 0.06% | 203 |
|
|
2014
Q2 | – | Sell |
-103,908
| Closed | -$4.46K | – | 82 |
|
|
2014
Q1 | $4.46K | Buy |
+103,908
| New | +$4.46K | 2.99% | 11 |
|