Howe & Rusling’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Howe & Rusling’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$366K	Buy	2,639 +521	+25%	+$72.3K	0.03%	205
2025 Q1	$249K	Buy	2,118 +1,578	+292%	+$185K	0.02%	237
2024 Q4	$68.4K	Buy	540 +68	+14%	+$8.62K	0.01%	300
2024 Q3	$55.4K	Hold	472	–	–	﹤0.01%	297
2024 Q2	$52.1K	Sell	472 -53	-10%	-$5.85K	﹤0.01%	290
2024 Q1	$59.9K	Sell	525 -14	-3%	-$1.6K	0.01%	290
2023 Q4	$56.3K	Sell	539 -148	-22%	-$15.5K	0.01%	275
2023 Q3	$62.8K	Hold	687	–	–	0.01%	248
2023 Q2	$66.4K	Sell	687 -166	-19%	-$16K	0.01%	256
2023 Q1	$77.7K	Sell	853 -36	-4%	-$3.28K	0.01%	231
2022 Q4	$74.3K	Buy	889 +162	+22%	+$13.5K	0.01%	223
2022 Q3	$57K	Hold	727	–	–	0.01%	309
2022 Q2	$58K	Hold	727	–	–	0.01%	297
2022 Q1	$73K	Sell	727 -200	-22%	-$20.1K	0.01%	287
2021 Q4	$107K	Buy	927 +725	+359%	+$83.7K	0.01%	242
2021 Q3	$23K	Hold	202	–	–	﹤0.01%	394
2021 Q2	$23K	Hold	202	–	–	﹤0.01%	375
2021 Q1	$21K	Hold	202	–	–	﹤0.01%	388
2020 Q4	$21K	Sell	202 -2,110	-91%	-$219K	﹤0.01%	375
2020 Q3	$200K	Buy	2,312 +1,684	+268%	+$146K	0.03%	149
2020 Q2	$50K	Sell	628 -180	-22%	-$14.3K	0.01%	250
2020 Q1	$49K	Hold	808	–	–	0.01%	257
2019 Q4	$62K	Hold	808	–	–	0.01%	270
2019 Q3	$57K	Hold	808	–	–	0.01%	282
2019 Q2	$58K	Sell	808 -2	-0.2%	-$144	0.01%	282
2019 Q1	$55K	Hold	810	–	–	0.01%	282
2018 Q4	$46K	Hold	810	–	–	0.01%	269
2018 Q3	$55K	Hold	810	–	–	0.01%	260
2018 Q2	$51K	Hold	810	–	–	0.01%	259
2018 Q1	$50K	Hold	810	–	–	0.01%	275
2017 Q4	$49K	Hold	810	–	–	0.01%	296
2017 Q3	$46K	Hold	810	–	–	0.01%	311
2017 Q2	$44K	Hold	810	–	–	0.01%	279
2017 Q1	$42K	Sell	810 -208	-20%	-$10.8K	0.01%	275
2016 Q4	$50K	Buy	1,018 +880	+638%	+$43.2K	0.01%	268
2016 Q3	$7K	Buy	+138	New	+$7K	﹤0.01%	590
2015 Q2	–	Sell	-280	Closed	-$14K	–	1087
2015 Q1	$14K	Hold	280	–	–	﹤0.01%	448
2014 Q4	$13K	Hold	280	–	–	﹤0.01%	455
2014 Q3	$12K	Hold	280	–	–	﹤0.01%	463
2014 Q2	$13K	Buy	+280	New	+$13K	﹤0.01%	452