Heck Capital Advisors’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 | $11.5M | Sell |
|
|||||
2025
Q1 | $15.5M | Buy |
|
|||||
2024
Q4 | $16.6M | Buy |
|
|||||
2024
Q3 | $8.94M | Buy |
|
|||||
2024
Q2 | $5.15M | Sell |
|
|||||
2024
Q1 | $12.9M | Buy |
|
|||||
2023
Q4 | $5.41M | Sell |
|
|||||
2023
Q3 | $5.4M | Buy |
|
|||||
2023
Q2 | $5.51M | Buy |
|
|||||
2023
Q1 | $4.19M | Sell |
|
|||||
2022
Q4 | $3.96M | Sell |
|
|||||
2022
Q3 | $3.85M | Sell |
|
|||||
2022
Q2 | $4.04M | Buy |
|
|||||
2021
Q2 | – | Sell |
|
|||||
2021
Q1 | $612 | Buy |
|