Global Wealth Management Investment Advisory’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 | $533K | Sell |
3,840
-595
| -13% | -$82.5K | 0.1% | 118 |
|
|
2025
Q1 | $521K | Sell |
4,435
-446
| -9% | -$52.4K | 0.1% | 114 |
|
|
2024
Q4 | $619K | Sell |
4,881
-996
| -17% | -$126K | 0.13% | 109 |
|
|
2024
Q3 | $689K | Sell |
5,877
-907
| -13% | -$106K | 0.15% | 106 |
|
|
2024
Q2 | $749K | Buy |
6,784
+397
| +6% | +$43.8K | 0.17% | 97 |
|
|
2024
Q1 | $729K | Sell |
6,387
-550
| -8% | -$62.8K | 0.18% | 97 |
|
|
2023
Q4 | $725K | Buy |
6,937
+3,007
| +77% | +$314K | 0.19% | 97 |
|
|
2023
Q3 | $359K | Sell |
3,930
-1,936
| -33% | -$177K | 0.1% | 121 |
|
|
2023
Q2 | $567K | Sell |
5,866
-1,212
| -17% | -$117K | 0.16% | 106 |
|
|
2023
Q1 | $644K | Sell |
7,078
-785
| -10% | -$71.5K | 0.19% | 100 |
|
|
2022
Q4 | $657K | Sell |
7,863
-1,221
| -13% | -$102K | 0.21% | 93 |
|
|
2022
Q3 | $712K | Buy |
9,084
+2,609
| +40% | +$204K | 0.25% | 90 |
|
|
2022
Q2 | $513K | Sell |
6,475
-3,441
| -35% | -$273K | 0.17% | 100 |
|
|
2022
Q1 | $997K | Sell |
9,916
-3,537
| -26% | -$356K | 0.3% | 83 |
|
|
2021
Q4 | $1.55M | Sell |
13,453
-1,457
| -10% | -$168K | 0.47% | 68 |
|
|
2021
Q3 | $1.67M | Sell |
14,910
-4,515
| -23% | -$506K | 0.53% | 69 |
|
|
2021
Q2 | $2.2M | Sell |
19,425
-224
| -1% | -$25.4K | 0.73% | 50 |
|
|
2021
Q1 | $2.01M | Sell |
19,649
-161
| -0.8% | -$16.4K | 0.72% | 47 |
|
|
2020
Q4 | $2.03M | Sell |
19,810
-1,418
| -7% | -$146K | 0.79% | 45 |
|
|
2020
Q3 | $1.84M | Sell |
21,228
-4,022
| -16% | -$348K | 0.79% | 43 |
|
|
2020
Q2 | $2M | Sell |
25,250
-1,328
| -5% | -$105K | 0.85% | 40 |
|
|
2020
Q1 | $1.62M | Sell |
26,578
-748
| -3% | -$45.5K | 0.81% | 48 |
|
|
2019
Q4 | $2.09M | Sell |
27,326
-718
| -3% | -$54.8K | 0.88% | 40 |
|
|
2019
Q3 | $1.98M | Sell |
28,044
-5,190
| -16% | -$367K | 0.91% | 39 |
|
|
2019
Q2 | $2.37M | Buy |
33,234
+1,838
| +6% | +$131K | 1.15% | 31 |
|
|
2019
Q1 | $2.13M | Buy |
31,396
+594
| +2% | +$40.3K | 1.11% | 33 |
|
|
2018
Q4 | $1.75M | Buy |
+30,802
| New | +$1.75M | 1.02% | 33 |
|