Harfst & Associates’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 | $205K | Buy |
+1,475
| New | +$205K | 0.04% | 98 |
|
2022
Q1 | – | Sell |
-1,978
| Closed | -$227K | – | 122 |
|
2021
Q4 | $227K | Hold |
1,978
| – | – | 0.06% | 114 |
|
2021
Q3 | $221K | Hold |
1,978
| – | – | 0.06% | 118 |
|
2021
Q2 | $223K | Hold |
1,978
| – | – | 0.06% | 122 |
|
2021
Q1 | $201K | Hold |
1,978
| – | – | 0.06% | 138 |
|
2020
Q4 | $203K | Buy |
+1,978
| New | +$203K | 0.07% | 109 |
|
2017
Q3 | – | Sell |
-1,978
| Closed | -$106K | – | 145 |
|
2017
Q2 | $106K | Hold |
1,978
| – | – | 0.04% | 127 |
|
2017
Q1 | $102K | Buy |
+1,978
| New | +$102K | 0.04% | 119 |
|
2016
Q1 | – | Sell |
-3,238
| Closed | -$148K | – | 150 |
|
2015
Q4 | $148K | Hold |
3,238
| – | – | 0.06% | 110 |
|
2015
Q3 | $143K | Hold |
3,238
| – | – | 0.06% | 111 |
|
2015
Q2 | $157K | Buy |
+3,238
| New | +$157K | 0.09% | 93 |
|