Global Retirement Partners’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 | $2.22M | Buy |
+15,976
| New | +$2.22M | 0.05% | 312 |
|
|
2024
Q4 | $1.71M | Sell |
13,526
-943
| -7% | -$120K | 0.05% | 332 |
|
|
2024
Q3 | $1.7M | Buy |
14,469
+160
| +1% | +$18.8K | 0.05% | 325 |
|
|
2024
Q2 | $1.58M | Sell |
14,309
-1,672
| -10% | -$185K | 0.05% | 313 |
|
|
2024
Q1 | $1.82M | Sell |
15,981
-2,570
| -14% | -$293K | 0.07% | 251 |
|
|
2023
Q4 | $1.9M | Buy |
18,551
+1,935
| +12% | +$198K | 0.08% | 230 |
|
|
2023
Q3 | $1.5M | Sell |
16,616
-241
| -1% | -$21.7K | 0.08% | 232 |
|
|
2023
Q2 | $1.63M | Sell |
16,857
-478
| -3% | -$46.2K | 0.08% | 229 |
|
|
2023
Q1 | $1.53M | Buy |
17,335
+7,412
| +75% | +$655K | 0.08% | 237 |
|
|
2022
Q4 | $830K | Buy |
9,923
+58
| +0.6% | +$4.85K | 0.06% | 282 |
|
|
2022
Q3 | $835K | Buy |
9,865
+182
| +2% | +$15.4K | 0.06% | 269 |
|
|
2022
Q2 | $767K | Sell |
9,683
-623
| -6% | -$49.3K | 0.06% | 282 |
|
|
2022
Q1 | $825K | Buy |
+10,306
| New | +$825K | 0.06% | 275 |
|
|
2021
Q4 | – | Sell |
-3,447
| Closed | -$386K | – | 1039 |
|
|
2021
Q3 | $386K | Buy |
3,447
+1
| +0% | +$112 | 0.04% | 343 |
|
|
2021
Q2 | $390K | Sell |
3,446
-39
| -1% | -$4.41K | 0.04% | 337 |
|
|
2021
Q1 | $356K | Sell |
3,485
-49
| -1% | -$5.01K | 0.04% | 313 |
|
|
2020
Q4 | $363K | Sell |
3,534
-172
| -5% | -$17.7K | 0.05% | 289 |
|
|
2020
Q3 | $320K | Sell |
3,706
-2,210
| -37% | -$191K | 0.05% | 285 |
|
|
2020
Q2 | $468K | Buy |
5,916
+600
| +11% | +$47.5K | 0.07% | 228 |
|
|
2020
Q1 | $323K | Buy |
5,316
+352
| +7% | +$21.4K | 0.06% | 251 |
|
|
2019
Q4 | $379K | Sell |
4,964
-22
| -0.4% | -$1.68K | 0.06% | 270 |
|
|
2019
Q3 | $352K | Sell |
4,986
-1,036
| -17% | -$73.1K | 0.06% | 262 |
|
|
2019
Q2 | $429K | Buy |
6,022
+1,768
| +42% | +$126K | 0.08% | 206 |
|
|
2019
Q1 | $289K | Buy |
4,254
+480
| +13% | +$32.6K | 0.07% | 235 |
|
|
2018
Q4 | $215K | Sell |
3,774
-254
| -6% | -$14.5K | 0.05% | 270 |
|
|
2018
Q3 | $273K | Buy |
4,028
+68
| +2% | +$4.61K | 0.06% | 251 |
|
|
2018
Q2 | $251K | Buy |
3,960
+422
| +12% | +$26.7K | 0.06% | 250 |
|
|
2018
Q1 | $217K | Buy |
3,538
+840
| +31% | +$51.5K | 0.06% | 267 |
|
|
2017
Q4 | $163K | Buy |
2,698
+394
| +17% | +$23.8K | 0.04% | 284 |
|
|
2017
Q3 | $130K | Sell |
2,304
-11,868
| -84% | -$670K | 0.05% | 286 |
|
|
2017
Q2 | $766K | Buy |
14,172
+11,868
| +515% | +$641K | 0.36% | 52 |
|
|
2017
Q1 | $120K | Hold |
2,304
| – | – | 0.07% | 251 |
|
|
2016
Q4 | $112K | Buy |
+2,304
| New | +$112K | 0.08% | 224 |
|