HFG Advisors’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 | $424K | Sell |
3,054
-76
| -2% | -$10.5K | 0.34% | 57 |
|
|
2025
Q1 | $368K | Sell |
3,130
-152
| -5% | -$17.9K | 0.31% | 56 |
|
|
2024
Q4 | $416K | Hold |
3,282
| – | – | 0.36% | 51 |
|
|
2024
Q3 | $385K | Hold |
3,282
| – | – | 0.34% | 57 |
|
|
2024
Q2 | $362K | Sell |
3,282
-318
| -9% | -$35.1K | 0.34% | 57 |
|
|
2024
Q1 | $411K | Hold |
3,600
| – | – | 0.36% | 60 |
|
|
2023
Q4 | $376K | Hold |
3,600
| – | – | 0.36% | 55 |
|
|
2023
Q3 | $329K | Hold |
3,600
| – | – | 0.36% | 64 |
|
|
2023
Q2 | $348K | Hold |
3,600
| – | – | 0.37% | 60 |
|
|
2023
Q1 | $328K | Hold |
3,600
| – | – | 0.37% | 56 |
|
|
2022
Q4 | $301K | Hold |
3,600
| – | – | 0.35% | 58 |
|
|
2022
Q3 | $282K | Hold |
3,600
| – | – | 0.39% | 57 |
|
|
2022
Q2 | $285K | Hold |
3,600
| – | – | 0.38% | 57 |
|
|
2022
Q1 | $362K | Hold |
3,600
| – | – | 0.41% | 46 |
|
|
2021
Q4 | $415K | Buy |
+3,600
| New | +$415K | 0.47% | 46 |
|