GIA
GHP Investment 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 | $8.23M | Sell |
59,369
-446
| -0.7% | -$61.9K | 0.36% | 96 |
|
|
2025
Q1 | $7.03M | Sell |
59,815
-871
| -1% | -$102K | 0.34% | 104 |
|
|
2024
Q4 | $7.69M | Sell |
60,686
-721
| -1% | -$91.4K | 0.36% | 102 |
|
|
2024
Q3 | $7.2M | Sell |
61,407
-1,875
| -3% | -$220K | 0.33% | 115 |
|
|
2024
Q2 | $6.98M | Sell |
63,282
-2,213
| -3% | -$244K | 0.35% | 106 |
|
|
2024
Q1 | $7.48M | Sell |
65,495
-768
| -1% | -$87.7K | 0.37% | 99 |
|
|
2023
Q4 | $6.92M | Sell |
66,263
-1,634
| -2% | -$171K | 0.37% | 96 |
|
|
2023
Q3 | $6.17M | Sell |
67,897
-737
| -1% | -$66.9K | 0.37% | 99 |
|
|
2023
Q2 | $6.54M | Sell |
68,634
-2,502
| -4% | -$238K | 0.38% | 96 |
|
|
2023
Q1 | $6.48M | Sell |
71,136
-1,584
| -2% | -$144K | 0.41% | 82 |
|
|
2022
Q4 | $6.08M | Sell |
72,720
-2,792
| -4% | -$233K | 0.41% | 92 |
|
|
2022
Q3 | $5.92M | Sell |
75,512
-2,312
| -3% | -$181K | 0.45% | 76 |
|
|
2022
Q2 | $6.17M | Sell |
77,824
-1,473
| -2% | -$117K | 0.46% | 75 |
|
|
2022
Q1 | $7.97M | Buy |
79,297
+935
| +1% | +$94K | 0.52% | 54 |
|
|
2021
Q4 | $9.03M | Sell |
78,362
-2,083
| -3% | -$240K | 0.64% | 41 |
|
|
2021
Q3 | $9.02M | Sell |
80,445
-1,998
| -2% | -$224K | 0.71% | 40 |
|
|
2021
Q2 | $9.33M | Buy |
82,443
+3,330
| +4% | +$377K | 0.75% | 34 |
|
|
2021
Q1 | $8.07M | Sell |
79,113
-1,921
| -2% | -$196K | 0.7% | 43 |
|
|
2020
Q4 | $8.32M | Buy |
81,034
+40,458
| +100% | +$4.15M | 0.79% | 35 |
|
|
2020
Q3 | $7.01M | Buy |
40,576
+1,692
| +4% | +$292K | 0.79% | 33 |
|
|
2020
Q2 | $6.15M | Buy |
38,884
+811
| +2% | +$128K | 0.76% | 40 |
|
|
2020
Q1 | $4.63M | Buy |
38,073
+1,240
| +3% | +$151K | 0.7% | 44 |
|
|
2019
Q4 | $5.62M | Sell |
36,833
-454
| -1% | -$69.3K | 0.6% | 49 |
|
|
2019
Q3 | $5.27M | Sell |
37,287
-1,091
| -3% | -$154K | 0.66% | 47 |
|
|
2019
Q2 | $5.47M | Sell |
38,378
-604
| -2% | -$86.1K | 0.67% | 42 |
|
|
2019
Q1 | $5.29M | Sell |
38,982
-635
| -2% | -$86.2K | 0.68% | 43 |
|
|
2018
Q4 | $4.51M | Sell |
39,617
-1,326
| -3% | -$151K | 0.68% | 39 |
|
|
2018
Q3 | $5.55M | Sell |
40,943
-1,768
| -4% | -$240K | 0.74% | 31 |
|
|
2018
Q2 | $5.41M | Buy |
42,711
+324
| +0.8% | +$41.1K | 0.76% | 27 |
|
|
2018
Q1 | $5.21M | Sell |
42,387
-1,842
| -4% | -$226K | 0.74% | 26 |
|
|
2017
Q4 | $5.34M | Sell |
44,229
-526
| -1% | -$63.5K | 0.76% | 24 |
|
|
2017
Q3 | $5.07M | Buy |
44,755
+33,133
| +285% | +$3.75M | 0.77% | 25 |
|
|
2017
Q2 | $1.26M | Buy |
11,622
+52
| +0.4% | +$5.62K | 0.2% | 145 |
|
|
2017
Q1 | $1.2M | Sell |
11,570
-180
| -2% | -$18.7K | 0.21% | 142 |
|
|
2016
Q4 | $1.14M | Sell |
11,750
-395
| -3% | -$38.5K | 0.21% | 134 |
|
|
2016
Q3 | $1.18M | Buy |
12,145
+103
| +0.9% | +$10K | 0.24% | 121 |
|
|
2016
Q2 | $1.13M | Hold |
12,042
| – | – | 0.24% | 117 |
|
|
2016
Q1 | $1.11M | Buy |
12,042
+8
| +0.1% | +$737 | 0.25% | 113 |
|
|
2015
Q4 | $1.11M | Sell |
12,034
-408
| -3% | -$37.5K | 0.27% | 100 |
|
|
2015
Q3 | $1.1M | Hold |
12,442
| – | – | 0.29% | 101 |
|
|
2015
Q2 | $1.21M | Buy |
12,442
+1
| +0% | +$97 | 0.3% | 95 |
|
|
2015
Q1 | $1.22M | Buy |
12,441
+122
| +1% | +$11.9K | 0.32% | 86 |
|
|
2014
Q4 | $1.15M | Sell |
12,319
-534
| -4% | -$49.8K | 0.32% | 89 |
|
|
2014
Q3 | $1.14M | Buy |
12,853
+1
| +0% | +$88 | 0.33% | 77 |
|
|
2014
Q2 | $1.15M | Buy |
12,852
+1
| +0% | +$90 | 0.34% | 77 |
|
|
2014
Q1 | $1.1M | Hold |
12,851
| – | – | 0.35% | 67 |
|
|
2013
Q4 | $1.08M | Buy |
12,851
+532
| +4% | +$44.9K | 0.36% | 65 |
|
|
2013
Q3 | $963K | Buy |
12,319
+1
| +0% | +$78 | 0.35% | 61 |
|
|
2013
Q2 | $884K | Buy |
+12,318
| New | +$884K | 0.35% | 63 |
|