IA
Insight Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Buy |
2,070
+1
| +0% | +$139 | 0.05% | 221 |
|
2025
Q1 | $243K | Hold |
2,069
| – | – | 0.04% | 245 |
|
2024
Q4 | $264K | Hold |
2,069
| – | – | 0.04% | 243 |
|
2024
Q3 | $243K | Buy |
2,069
+1
| +0% | +$117 | 0.04% | 255 |
|
2024
Q2 | $228K | Hold |
2,068
| – | – | 0.04% | 260 |
|
2024
Q1 | $236K | Buy |
2,068
+20
| +1% | +$2.28K | 0.05% | 263 |
|
2023
Q4 | $214K | Buy |
+2,048
| New | +$214K | 0.05% | 264 |
|
2023
Q3 | – | Sell |
-2,126
| Closed | -$205K | – | 286 |
|
2023
Q2 | $205K | Buy |
+2,126
| New | +$205K | 0.05% | 264 |
|
2022
Q1 | – | Sell |
-2,659
| Closed | -$306K | – | 331 |
|
2021
Q4 | $306K | Sell |
2,659
-50
| -2% | -$5.75K | 0.09% | 249 |
|
2021
Q3 | $330K | Sell |
2,709
-223
| -8% | -$27.2K | 0.1% | 237 |
|
2021
Q2 | $335K | Sell |
2,932
-434
| -13% | -$49.6K | 0.11% | 230 |
|
2021
Q1 | $362K | Hold |
3,366
| – | – | 0.11% | 224 |
|
2020
Q4 | $346K | Buy |
+3,366
| New | +$346K | 0.13% | 187 |
|