HBK Sorce Advisory’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
Q3 | $650K | Hold |
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|
2025
Q2 | $631K | Sell |
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|
2025
Q1 | $640K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $639K | Sell |
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|
2024
Q2 | $635K | Buy |
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|
2024
Q1 | $630K | Hold |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $431K | Sell |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $576K | Hold |
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|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $627K | Hold |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $413K | Buy |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $300K | Buy |
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|
2019
Q3 | $261K | Hold |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $271K | Hold |
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|
2017
Q2 | $258K | Hold |
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|
2017
Q1 | $248K | Hold |
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|
2016
Q4 | $233K | Buy |
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|
2016
Q3 | $233K | Buy |
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|
2016
Q2 | $216K | Sell |
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|
2016
Q1 | $287K | Buy |
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