Holland Advisory Services’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 | $1.24M | Sell |
8,915
-67
| -0.7% | -$9.29K | 1.81% | 8 |
|
|
2025
Q1 | $1.06M | Buy |
8,982
+36
| +0.4% | +$4.23K | 1.6% | 8 |
|
|
2024
Q4 | $1.13M | Buy |
8,946
+8
| +0.1% | +$1.01K | 1.48% | 8 |
|
|
2024
Q3 | $1.05M | Sell |
8,938
-34
| -0.4% | -$3.99K | 1.37% | 9 |
|
|
2024
Q2 | $990K | Buy |
8,972
+8
| +0.1% | +$883 | 1.22% | 10 |
|
|
2024
Q1 | $1.02M | Sell |
8,964
-1,032
| -10% | -$118K | 1.12% | 11 |
|
|
2023
Q4 | $1.04M | Sell |
9,996
-3
| -0% | -$313 | 1.2% | 11 |
|
|
2023
Q3 | $913K | Sell |
9,999
-331
| -3% | -$30.2K | 1.16% | 9 |
|
|
2023
Q2 | $998K | Sell |
10,330
-140
| -1% | -$13.5K | 1.27% | 8 |
|
|
2023
Q1 | $953K | Buy |
10,470
+15
| +0.1% | +$1.37K | 1.12% | 10 |
|
|
2022
Q4 | $874K | Sell |
10,455
-1,206
| -10% | -$101K | 1.04% | 8 |
|
|
2022
Q3 | $915K | Sell |
11,661
-4,615
| -28% | -$362K | 1.13% | 12 |
|
|
2022
Q2 | $1.29M | Sell |
16,276
-16,286
| -50% | -$1.29M | 1.54% | 14 |
|
|
2022
Q1 | $3.27M | Buy |
32,562
+403
| +1% | +$40.5K | 3.8% | 10 |
|
|
2021
Q4 | $3.71M | Buy |
+32,159
| New | +$3.71M | 4.28% | 10 |
|