IFP 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 | $9.88M | Buy |
71,252
+2,058
| +3% | +$285K | 0.28% | 69 |
|
|
2025
Q1 | $8.13M | Buy |
69,194
+4,157
| +6% | +$488K | 0.25% | 86 |
|
|
2024
Q4 | $8.24M | Buy |
65,037
+32,434
| +99% | +$4.11M | 0.27% | 72 |
|
|
2024
Q3 | $3.82M | Buy |
32,603
+3,269
| +11% | +$383K | 0.14% | 156 |
|
|
2024
Q2 | $3.24M | Buy |
29,334
+4,921
| +20% | +$543K | 0.13% | 160 |
|
|
2024
Q1 | $2.79M | Buy |
24,413
+2,967
| +14% | +$339K | 0.12% | 181 |
|
|
2023
Q4 | $2.24M | Buy |
21,446
+765
| +4% | +$79.9K | 0.11% | 213 |
|
|
2023
Q3 | $1.89M | Buy |
20,681
+699
| +3% | +$63.9K | 0.08% | 244 |
|
|
2023
Q2 | $1.93M | Sell |
19,982
-2,971
| -13% | -$287K | 0.08% | 260 |
|
|
2023
Q1 | $2.82M | Sell |
22,953
-20,062
| -47% | -$2.47M | 0.12% | 171 |
|
|
2022
Q4 | $5.3M | Buy |
43,015
+14,552
| +51% | +$1.79M | 0.14% | 135 |
|
|
2022
Q3 | $3.57M | Sell |
28,463
-1,999
| -7% | -$251K | 0.09% | 234 |
|
|
2022
Q2 | $3.75M | Hold |
30,462
| – | – | 0.12% | 189 |
|
|
2022
Q1 | $3.75M | Buy |
30,462
+26,549
| +678% | +$3.27M | 0.12% | 189 |
|
|
2021
Q4 | $453K | Sell |
3,913
-2,257
| -37% | -$261K | 0.01% | 623 |
|
|
2021
Q3 | $691K | Buy |
6,170
+252
| +4% | +$28.2K | 0.01% | 475 |
|
|
2021
Q2 | $669K | Hold |
5,918
| – | – | 0.01% | 471 |
|
|
2021
Q1 | $601K | Sell |
5,918
-6,385
| -52% | -$648K | 0.01% | 467 |
|
|
2020
Q4 | $1.26M | Sell |
12,303
-3,101
| -20% | -$318K | 0.05% | 293 |
|
|
2020
Q3 | $1.34M | Buy |
15,404
+10,052
| +188% | +$872K | 0.08% | 237 |
|
|
2020
Q2 | $418K | Sell |
5,352
-168
| -3% | -$13.1K | 0.03% | 456 |
|
|
2020
Q1 | $344K | Sell |
5,520
-288
| -5% | -$17.9K | 0.03% | 424 |
|
|
2019
Q4 | $444K | Sell |
5,808
-16,496
| -74% | -$1.26M | 0.03% | 451 |
|
|
2019
Q3 | $1.57M | Buy |
+22,304
| New | +$1.57M | 0.1% | 219 |
|
|
2019
Q1 | $493K | Sell |
7,262
-11,936
| -62% | -$810K | 0.07% | 294 |
|
|
2018
Q4 | $1.08M | Sell |
19,198
-3,838
| -17% | -$216K | 0.07% | 336 |
|
|
2018
Q3 | $1.56M | Sell |
23,036
-31,710
| -58% | -$2.15M | 0.06% | 313 |
|
|
2018
Q2 | $3.47M | Buy |
54,746
+4,170
| +8% | +$264K | 0.15% | 160 |
|
|
2018
Q1 | $3.05M | Hold |
50,576
| – | – | 0.14% | 168 |
|
|
2017
Q4 | $3.05M | Buy |
50,576
+746
| +1% | +$45K | 0.14% | 167 |
|
|
2017
Q3 | $2.82M | Buy |
49,830
+338
| +0.7% | +$19.1K | 0.11% | 198 |
|
|
2017
Q2 | $2.67M | Buy |
49,492
+3,738
| +8% | +$202K | 0.11% | 205 |
|
|
2017
Q1 | $2.37M | Buy |
45,754
+6,528
| +17% | +$339K | 0.1% | 216 |
|
|
2016
Q4 | $1.91M | Sell |
39,226
-3,350
| -8% | -$163K | 0.09% | 238 |
|
|
2016
Q3 | $2.07M | Buy |
42,576
+1,552
| +4% | +$75.6K | 0.11% | 213 |
|
|
2016
Q2 | $1.92M | Buy |
41,024
+33,762
| +465% | +$1.58M | 0.11% | 216 |
|
|
2016
Q1 | $493K | Sell |
7,262
-32,036
| -82% | -$2.17M | 0.07% | 294 |
|
|
2015
Q4 | $1.81M | Buy |
+39,298
| New | +$1.81M | 0.12% | 180 |
|