Freedom Investment Management’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 | $502K | Buy |
3,617
+94
| +3% | +$13K | 0.04% | 440 |
|
|
2025
Q1 | $414K | Sell |
3,523
-1,072
| -23% | -$126K | 0.03% | 479 |
|
|
2024
Q4 | $582K | Sell |
4,595
-75
| -2% | -$9.51K | 0.05% | 377 |
|
|
2024
Q3 | $548K | Sell |
4,670
-552
| -11% | -$64.7K | 0.04% | 411 |
|
|
2024
Q2 | $576K | Sell |
5,222
-472
| -8% | -$52.1K | 0.05% | 389 |
|
|
2024
Q1 | $650K | Sell |
5,694
-1,403
| -20% | -$160K | 0.05% | 365 |
|
|
2023
Q4 | $741K | Buy |
7,097
+117
| +2% | +$12.2K | 0.06% | 343 |
|
|
2023
Q3 | $638K | Sell |
6,980
-2,233
| -24% | -$204K | 0.08% | 313 |
|
|
2023
Q2 | $890K | Buy |
9,213
+1,000
| +12% | +$96.6K | 0.1% | 267 |
|
|
2023
Q1 | $748K | Sell |
8,213
-81
| -1% | -$7.38K | 0.08% | 301 |
|
|
2022
Q4 | $693K | Sell |
8,294
-268
| -3% | -$22.4K | 0.08% | 325 |
|
|
2022
Q3 | $672K | Buy |
8,562
+318
| +4% | +$24.9K | 0.08% | 334 |
|
|
2022
Q2 | $653K | Sell |
8,244
-1,675
| -17% | -$133K | 0.07% | 358 |
|
|
2022
Q1 | $997K | Buy |
9,919
+298
| +3% | +$30K | 0.09% | 292 |
|
|
2021
Q4 | $1.11M | Buy |
9,621
+74
| +0.8% | +$8.52K | 0.08% | 312 |
|
|
2021
Q3 | $1.07M | Sell |
9,547
-443
| -4% | -$49.7K | 0.08% | 308 |
|
|
2021
Q2 | $1.13M | Sell |
9,990
-857
| -8% | -$97K | 0.08% | 289 |
|
|
2021
Q1 | $1.11M | Sell |
10,847
-911
| -8% | -$93K | 0.09% | 272 |
|
|
2020
Q4 | $1.21M | Buy |
11,758
+716
| +6% | +$73.5K | 0.13% | 158 |
|
|
2020
Q3 | $954K | Sell |
11,042
-948
| -8% | -$81.9K | 0.1% | 183 |
|
|
2020
Q2 | $948K | Sell |
11,990
-2,966
| -20% | -$235K | 0.1% | 171 |
|
|
2020
Q1 | $1.18M | Sell |
14,956
-182
| -1% | -$14.3K | 0.1% | 182 |
|
|
2019
Q4 | $1.16M | Sell |
15,138
-550
| -4% | -$42K | 0.1% | 189 |
|
|
2019
Q3 | $1.11M | Buy |
15,688
+1,178
| +8% | +$83.3K | 0.1% | 197 |
|
|
2019
Q2 | $1.03M | Sell |
14,510
-294
| -2% | -$21K | 0.09% | 216 |
|
|
2019
Q1 | $1M | Buy |
14,804
+142
| +1% | +$9.63K | 0.08% | 235 |
|
|
2018
Q4 | $834K | Sell |
14,662
-1,690
| -10% | -$96.1K | 0.06% | 301 |
|
|
2018
Q3 | $1.12M | Sell |
16,352
-408
| -2% | -$28K | 0.07% | 293 |
|
|
2018
Q2 | $1.06M | Sell |
16,760
-2,026
| -11% | -$128K | 0.06% | 320 |
|
|
2018
Q1 | $1.16M | Buy |
18,786
+7,884
| +72% | +$485K | 0.06% | 332 |
|
|
2017
Q4 | $658K | Sell |
10,902
-1,416
| -11% | -$85.5K | 0.03% | 515 |
|
|
2017
Q3 | $697K | Buy |
12,318
+902
| +8% | +$51K | 0.04% | 468 |
|
|
2017
Q2 | $617K | Sell |
11,416
-1,424
| -11% | -$77K | 0.04% | 479 |
|
|
2017
Q1 | $666K | Sell |
12,840
-26
| -0.2% | -$1.35K | 0.04% | 435 |
|
|
2016
Q4 | $627K | Sell |
12,866
-332
| -3% | -$16.2K | 0.04% | 411 |
|
|
2016
Q3 | $643K | Sell |
13,198
-12,760
| -49% | -$622K | 0.04% | 381 |
|
|
2016
Q2 | $1.22M | Buy |
25,958
+1,012
| +4% | +$47.4K | 0.08% | 173 |
|
|
2016
Q1 | $1.15M | Sell |
24,946
-3,202
| -11% | -$147K | 0.08% | 178 |
|
|
2015
Q4 | $1.29M | Buy |
28,148
+9,056
| +47% | +$416K | 0.1% | 167 |
|
|
2015
Q3 | $860K | Sell |
19,092
-5,576
| -23% | -$251K | 0.09% | 192 |
|
|
2015
Q2 | $1.2M | Buy |
24,668
+7,654
| +45% | +$371K | 0.12% | 125 |
|
|
2015
Q1 | $833K | Sell |
17,014
-2,762
| -14% | -$135K | 0.09% | 175 |
|
|
2014
Q4 | $922K | Buy |
19,776
+7,310
| +59% | +$341K | 0.12% | 146 |
|
|
2014
Q3 | $551K | Buy |
12,466
+286
| +2% | +$12.6K | 0.1% | 212 |
|
|
2014
Q2 | $545K | Sell |
12,180
-1,100
| -8% | -$49.2K | 0.09% | 208 |
|
|
2014
Q1 | $570K | Sell |
13,280
-12,034
| -48% | -$517K | 0.12% | 161 |
|
|
2013
Q4 | $1.07M | Buy |
25,314
+4,180
| +20% | +$176K | 0.27% | 59 |
|
|
2013
Q3 | $826K | Buy |
21,134
+10,480
| +98% | +$410K | 0.24% | 69 |
|
|
2013
Q2 | $382K | Buy |
+10,654
| New | +$382K | 0.13% | 138 |
|