IHT Wealth Management’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 | $3.31M | Buy |
23,867
+11,168
| +88% | +$1.55M | 0.09% | 214 |
|
|
2025
Q1 | $1.49M | Buy |
12,699
+299
| +2% | +$35.1K | 0.05% | 352 |
|
|
2024
Q4 | $1.57M | Sell |
12,400
-563
| -4% | -$71.4K | 0.05% | 324 |
|
|
2024
Q3 | $1.52M | Sell |
12,963
-25,169
| -66% | -$2.95M | 0.04% | 385 |
|
|
2024
Q2 | $4.21M | Buy |
38,132
+12,782
| +50% | +$1.41M | 0.16% | 132 |
|
|
2024
Q1 | $2.89M | Buy |
25,350
+12,019
| +90% | +$1.37M | 0.12% | 180 |
|
|
2023
Q4 | $1.39M | Buy |
13,331
+2,580
| +24% | +$270K | 0.06% | 304 |
|
|
2023
Q3 | $982K | Buy |
10,751
+194
| +2% | +$17.7K | 0.05% | 351 |
|
|
2023
Q2 | $1.02M | Buy |
10,557
+319
| +3% | +$30.8K | 0.05% | 339 |
|
|
2023
Q1 | $932K | Buy |
10,238
+739
| +8% | +$67.3K | 0.05% | 329 |
|
|
2022
Q4 | $794K | Buy |
9,499
+47
| +0.5% | +$3.93K | 0.05% | 353 |
|
|
2022
Q3 | $741K | Buy |
9,452
+2,819
| +42% | +$221K | 0.06% | 353 |
|
|
2022
Q2 | $525K | Buy |
6,633
+430
| +7% | +$34K | 0.05% | 378 |
|
|
2022
Q1 | $623K | Buy |
6,203
+103
| +2% | +$10.3K | 0.05% | 357 |
|
|
2021
Q4 | $703K | Sell |
6,100
-233
| -4% | -$26.9K | 0.05% | 341 |
|
|
2021
Q3 | $710K | Buy |
6,333
+2,058
| +48% | +$231K | 0.06% | 322 |
|
|
2021
Q2 | $484K | Sell |
4,275
-166
| -4% | -$18.8K | 0.03% | 541 |
|
|
2021
Q1 | $453K | Buy |
4,441
+151
| +4% | +$15.4K | 0.03% | 489 |
|
|
2020
Q4 | $440K | Sell |
4,290
-174
| -4% | -$17.8K | 0.04% | 448 |
|
|
2020
Q3 | $386K | Sell |
4,464
-1,152
| -21% | -$99.6K | 0.04% | 407 |
|
|
2020
Q2 | $444K | Buy |
5,616
+44
| +0.8% | +$3.48K | 0.06% | 310 |
|
|
2020
Q1 | $339K | Sell |
5,572
-128
| -2% | -$7.79K | 0.05% | 354 |
|
|
2019
Q4 | $435K | Sell |
5,700
-802
| -12% | -$61.2K | 0.05% | 353 |
|
|
2019
Q3 | $460K | Sell |
6,502
-246
| -4% | -$17.4K | 0.06% | 331 |
|
|
2019
Q2 | $481K | Sell |
6,748
-958
| -12% | -$68.3K | 0.07% | 292 |
|
|
2019
Q1 | $523K | Sell |
7,706
-1,332
| -15% | -$90.4K | 0.09% | 259 |
|
|
2018
Q4 | $514K | Buy |
9,038
+806
| +10% | +$45.8K | 0.1% | 241 |
|
|
2018
Q3 | $558K | Buy |
8,232
+6
| +0.1% | +$407 | 0.12% | 213 |
|
|
2018
Q2 | $521K | Sell |
8,226
-1,824
| -18% | -$116K | 0.13% | 201 |
|
|
2018
Q1 | $602K | Sell |
10,050
-416
| -4% | -$24.9K | 0.16% | 160 |
|
|
2017
Q4 | $653K | Buy |
10,466
+7,362
| +237% | +$459K | 0.17% | 146 |
|
|
2017
Q3 | $178K | Sell |
3,104
-60,968
| -95% | -$3.5M | 0.08% | 266 |
|
|
2017
Q2 | $1.68K | Sell |
64,072
-18,866
| -23% | -$494 | 0.81% | 15 |
|
|
2017
Q1 | $4.74M | Buy |
82,938
+80,438
| +3,218% | +$4.6M | 3.16% | 2 |
|
|
2016
Q4 | $123K | Buy |
+2,500
| New | +$123K | 0.09% | 240 |
|