Hanson & Doremus 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 | $87K | Hold |
628
| – | – | 0.01% | 277 |
|
2025
Q1 | $74K | Hold |
628
| – | – | 0.01% | 283 |
|
2024
Q4 | $80K | Hold |
628
| – | – | 0.01% | 263 |
|
2024
Q3 | $74K | Hold |
628
| – | – | 0.01% | 267 |
|
2024
Q2 | $69K | Hold |
628
| – | – | 0.01% | 267 |
|
2024
Q1 | $72K | Hold |
628
| – | – | 0.01% | 275 |
|
2023
Q4 | $66K | Hold |
628
| – | – | 0.01% | 282 |
|
2023
Q3 | $57K | Hold |
628
| – | – | 0.01% | 287 |
|
2023
Q2 | $61K | Hold |
628
| – | – | 0.01% | 279 |
|
2023
Q1 | $57K | Sell |
628
-9
| -1% | -$817 | 0.01% | 284 |
|
2022
Q4 | $53K | Sell |
637
-89
| -12% | -$7.41K | 0.01% | 297 |
|
2022
Q3 | $57K | Hold |
726
| – | – | 0.01% | 282 |
|
2022
Q2 | $58K | Hold |
726
| – | – | 0.01% | 282 |
|
2022
Q1 | $73K | Buy |
726
+98
| +16% | +$9.85K | 0.02% | 280 |
|
2021
Q4 | $72K | Sell |
628
-98
| -13% | -$11.2K | 0.02% | 277 |
|
2021
Q3 | $81K | Buy |
726
+412
| +131% | +$46K | 0.02% | 257 |
|
2021
Q2 | $54K | Sell |
314
-412
| -57% | -$70.9K | 0.02% | 258 |
|
2021
Q1 | $74K | Hold |
726
| – | – | 0.02% | 265 |
|
2020
Q4 | $75K | Buy |
726
+98
| +16% | +$10.1K | 0.02% | 249 |
|
2020
Q3 | $54K | Hold |
628
| – | – | 0.02% | 258 |
|
2020
Q2 | $50K | Hold |
628
| – | – | 0.02% | 265 |
|
2020
Q1 | $38K | Hold |
628
| – | – | 0.01% | 288 |
|
2019
Q4 | $48K | Hold |
628
| – | – | 0.01% | 294 |
|
2019
Q3 | $44K | Hold |
628
| – | – | 0.01% | 293 |
|
2019
Q2 | $45K | Hold |
628
| – | – | 0.01% | 289 |
|
2019
Q1 | $43K | Hold |
628
| – | – | 0.01% | 286 |
|
2018
Q4 | $36K | Hold |
628
| – | – | 0.01% | 284 |
|
2018
Q3 | $43K | Hold |
628
| – | – | 0.01% | 293 |
|
2018
Q2 | $40K | Hold |
628
| – | – | 0.01% | 316 |
|
2018
Q1 | $39K | Hold |
628
| – | – | 0.01% | 328 |
|
2017
Q4 | $38K | Hold |
628
| – | – | 0.01% | 328 |
|
2017
Q3 | $36K | Hold |
628
| – | – | 0.01% | 316 |
|
2017
Q2 | $34K | Hold |
628
| – | – | 0.01% | 316 |
|
2017
Q1 | $33K | Sell |
628
-170
| -21% | -$8.93K | 0.01% | 303 |
|
2016
Q4 | $38.9K | Buy |
+798
| New | +$38.9K | 0.02% | 276 |
|
2016
Q2 | – | Sell |
-256
| Closed | – | – | 451 |
|
2016
Q1 | $0 | Buy |
+256
| New | – | ﹤0.01% | 464 |
|