Hofer & 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 | $4.19M | Buy |
30,185
+344
| +1% | +$47.7K | 2.61% | 15 |
|
|
2025
Q1 | $3.51M | Buy |
29,841
+465
| +2% | +$54.6K | 2.38% | 17 |
|
|
2024
Q4 | $3.72M | Sell |
29,376
-480
| -2% | -$60.8K | 2.5% | 13 |
|
|
2024
Q3 | $3.5M | Buy |
29,856
+73
| +0.2% | +$8.56K | 2.42% | 13 |
|
|
2024
Q2 | $3.29M | Buy |
29,783
+358
| +1% | +$39.5K | 2.55% | 14 |
|
|
2024
Q1 | $3.36M | Buy |
29,425
+773
| +3% | +$88.2K | 2.83% | 12 |
|
|
2023
Q4 | $2.99M | Buy |
28,652
+287
| +1% | +$30K | 2.78% | 13 |
|
|
2023
Q3 | $2.59M | Buy |
28,365
+218
| +0.8% | +$19.9K | 2.66% | 14 |
|
|
2023
Q2 | $2.72M | Buy |
28,147
+1,504
| +6% | +$145K | 2.61% | 15 |
|
|
2023
Q1 | $2.23M | Sell |
26,643
-108
| -0.4% | -$9.03K | 2.23% | 15 |
|
|
2022
Q4 | $2.24M | Sell |
26,751
-331
| -1% | -$27.7K | 2.23% | 15 |
|
|
2022
Q3 | $2.12M | Sell |
27,082
-414
| -2% | -$32.5K | 2.28% | 15 |
|
|
2022
Q2 | $2.18M | Buy |
27,496
+95
| +0.3% | +$7.53K | 2.27% | 17 |
|
|
2022
Q1 | $2.75M | Buy |
27,401
+1,350
| +5% | +$136K | 2.42% | 16 |
|
|
2021
Q4 | $3M | Buy |
+26,051
| New | +$3M | 2.72% | 12 |
|