Howe & Rusling’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 | $366K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $68.4K | Buy |
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|
2024
Q3 | $55.4K | Hold |
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|
2024
Q2 | $52.1K | Sell |
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|
2024
Q1 | $59.9K | Sell |
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|
2023
Q4 | $56.3K | Sell |
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|
2023
Q3 | $62.8K | Hold |
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|
2023
Q2 | $66.4K | Sell |
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|
2023
Q1 | $77.7K | Sell |
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|
2022
Q4 | $74.3K | Buy |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Sell |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $58K | Sell |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $55K | Hold |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $46K | Hold |
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|
2017
Q2 | $44K | Hold |
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|
2017
Q1 | $42K | Sell |
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|
2016
Q4 | $50K | Buy |
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|
2016
Q3 | $7K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $13K | Hold |
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|
2014
Q3 | $12K | Hold |
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|
2014
Q2 | $13K | Buy |
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