Great Valley Advisor Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4.76M | Sell |
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|
2024
Q3 | $5.67M | Buy |
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|
2024
Q2 | $5.15M | Buy |
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|
2024
Q1 | $5.08M | Sell |
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|
2023
Q4 | $4.75M | Sell |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $4.57M | Buy |
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|
2023
Q1 | $4.14M | Buy |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $3.36M | Buy |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $4.39M | Hold |
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|
2021
Q3 | $4.38M | Buy |
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|
2021
Q2 | $3.76M | Hold |
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|
2021
Q1 | $3.72M | Buy |
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|
2020
Q4 | $3.7M | Buy |
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|
2020
Q3 | $2.94M | Buy |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $3.02M | Sell |
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|
2018
Q4 | $5.77M | Buy |
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