Goelzer 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 | $280K | Hold |
2,017
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $237K | Sell |
2,017
-260
| -11% | -$30.5K | 0.01% | 230 |
|
|
2024
Q4 | $289K | Hold |
2,277
| – | – | 0.02% | 215 |
|
|
2024
Q3 | $267K | Hold |
2,277
| – | – | 0.01% | 215 |
|
|
2024
Q2 | $251K | Hold |
2,277
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $260K | Sell |
2,277
-17
| -0.7% | -$1.94K | 0.01% | 227 |
|
|
2023
Q4 | $240K | Hold |
2,294
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $210K | Hold |
2,294
| – | – | 0.01% | 216 |
|
|
2023
Q2 | $222K | Hold |
2,294
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $209K | Buy |
+2,294
| New | +$209K | 0.02% | 221 |
|
|
2022
Q2 | – | Sell |
-2,025
| Closed | -$204K | – | 227 |
|
|
2022
Q1 | $204K | Sell |
2,025
-20
| -1% | -$2.02K | 0.02% | 213 |
|
|
2021
Q4 | $236K | Sell |
2,045
-77
| -4% | -$8.89K | 0.02% | 214 |
|
|
2021
Q3 | $238K | Sell |
2,122
-227
| -10% | -$25.5K | 0.02% | 208 |
|
|
2021
Q2 | $266K | Hold |
2,349
| – | – | 0.02% | 203 |
|
|
2021
Q1 | $240K | Sell |
2,349
-65
| -3% | -$6.64K | 0.02% | 194 |
|
|
2020
Q4 | $248K | Sell |
2,414
-648
| -21% | -$66.6K | 0.02% | 191 |
|
|
2020
Q3 | $265K | Hold |
3,062
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $242K | Sell |
3,062
-712
| -19% | -$56.3K | 0.02% | 223 |
|
|
2020
Q1 | $229K | Sell |
3,774
-640
| -14% | -$38.8K | 0.03% | 226 |
|
|
2019
Q4 | $337K | Buy |
4,414
+258
| +6% | +$19.7K | 0.03% | 218 |
|
|
2019
Q3 | $294K | Sell |
4,156
-70
| -2% | -$4.95K | 0.03% | 221 |
|
|
2019
Q2 | $301K | Hold |
4,226
| – | – | 0.03% | 224 |
|
|
2019
Q1 | $287K | Hold |
4,226
| – | – | 0.03% | 238 |
|
|
2018
Q4 | $240K | Buy |
4,226
+42
| +1% | +$2.39K | 0.03% | 191 |
|
|
2018
Q3 | $284K | Sell |
4,184
-62
| -1% | -$4.21K | 0.03% | 188 |
|
|
2018
Q2 | $269K | Sell |
4,246
-62
| -1% | -$3.93K | 0.03% | 190 |
|
|
2018
Q1 | $265K | Buy |
4,308
+160
| +4% | +$9.84K | 0.03% | 190 |
|
|
2017
Q4 | $250K | Sell |
4,148
-110
| -3% | -$6.63K | 0.03% | 196 |
|
|
2017
Q3 | $241K | Sell |
4,258
-994
| -19% | -$56.3K | 0.03% | 191 |
|
|
2017
Q2 | $284K | Buy |
5,252
+474
| +10% | +$25.6K | 0.03% | 178 |
|
|
2017
Q1 | $248K | Sell |
4,778
-348
| -7% | -$18.1K | 0.03% | 181 |
|
|
2016
Q4 | $250K | Sell |
5,126
-1,020
| -17% | -$49.7K | 0.03% | 187 |
|
|
2016
Q3 | $299K | Sell |
6,146
-666
| -10% | -$32.4K | 0.04% | 181 |
|
|
2016
Q2 | $319K | Sell |
6,812
-600
| -8% | -$28.1K | 0.04% | 178 |
|
|
2016
Q1 | $342K | Buy |
7,412
+176
| +2% | +$8.12K | 0.05% | 175 |
|
|
2015
Q4 | $333K | Hold |
7,236
| – | – | 0.05% | 176 |
|
|
2015
Q3 | $321K | Hold |
7,236
| – | – | 0.05% | 175 |
|
|
2015
Q2 | $350K | Buy |
7,236
+428
| +6% | +$20.7K | 0.05% | 173 |
|
|
2015
Q1 | $333K | Hold |
6,808
| – | – | 0.05% | 172 |
|
|
2014
Q4 | $317K | Sell |
6,808
-320
| -4% | -$14.9K | 0.05% | 177 |
|
|
2014
Q3 | $315K | Hold |
7,128
| – | – | 0.05% | 173 |
|
|
2014
Q2 | $319K | Buy |
7,128
+250
| +4% | +$11.2K | 0.05% | 169 |
|
|
2014
Q1 | $295K | Sell |
6,878
-858
| -11% | -$36.8K | 0.05% | 171 |
|
|
2013
Q4 | $326K | Sell |
7,736
-540
| -7% | -$22.8K | 0.06% | 170 |
|
|
2013
Q3 | $324K | Sell |
8,276
-8,276
| -50% | -$324K | 0.07% | 161 |
|
|
2013
Q2 | $594K | Buy |
+16,552
| New | +$594K | 0.06% | 161 |
|