Integrated Advisors Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,119
| Closed | -$564K | – | 737 |
|
|
2025
Q4 | $564K | Buy |
4,119
+71
| +2% | +$9.92K | 0.03% | 449 |
|
|
2025
Q3 | $577K | Hold |
4,048
| – | – | 0.02% | 472 |
|
|
2025
Q2 | $561K | Hold |
4,048
| – | – | 0.03% | 473 |
|
|
2025
Q1 | $476K | Buy |
4,048
+1
| +0% | +$129 | 0.02% | 472 |
|
|
2024
Q4 | $513K | Hold |
4,047
| – | – | 0.02% | 445 |
|
|
2024
Q3 | $475K | Buy |
4,047
+1
| +0% | +$112 | 0.02% | 486 |
|
|
2024
Q2 | $447K | Hold |
4,046
| – | – | 0.02% | 476 |
|
|
2024
Q1 | $462K | Sell |
4,046
-653
| -14% | -$70.6K | 0.02% | 481 |
|
|
2023
Q4 | $491K | Buy |
4,699
+814
| +21% | +$77.2K | 0.03% | 437 |
|
|
2023
Q3 | $355K | Sell |
3,885
-916
| -19% | -$87.6K | 0.02% | 506 |
|
|
2023
Q2 | $464K | Sell |
4,801
-29
| -0.6% | -$2.64K | 0.03% | 448 |
|
|
2023
Q1 | $440K | Buy |
4,830
+4
| +0.1% | +$357 | 0.03% | 470 |
|
|
2022
Q4 | $403K | Sell |
4,826
-3,588
| -43% | -$302K | 0.03% | 458 |
|
|
2022
Q3 | $660K | Sell |
8,414
-11
| -0.1% | -$947 | 0.04% | 344 |
|
|
2022
Q2 | $667K | Sell |
8,425
-917
| -10% | -$79.9K | 0.04% | 356 |
|
|
2022
Q1 | $939K | Buy |
9,342
+900
| +11% | +$89.6K | 0.06% | 319 |
|
|
2021
Q4 | $973K | Sell |
8,442
-24
| -0.3% | -$2.8K | 0.06% | 292 |
|
|
2021
Q3 | $949K | Buy |
8,466
+3,641
| +75% | +$419K | 0.06% | 266 |
|
|
2021
Q2 | $546K | Buy |
4,825
+1,541
| +47% | +$165K | 0.04% | 342 |
|
|
2021
Q1 | $335K | Buy |
3,284
+260
| +9% | +$27.2K | 0.03% | 402 |
|
|
2020
Q4 | $310K | Buy |
3,024
+86
| +3% | +$8.18K | 0.03% | 383 |
|
|
2020
Q3 | $254K | Buy |
+2,938
| New | +$248K | 0.03% | 366 |
|
|
2020
Q1 | – | Sell |
-4,296
| Closed | -$328K | – | 411 |
|
|
2019
Q4 | $328K | Buy |
+4,296
| New | +$315K | 0.04% | 305 |
|
Other funds holding IWP
FCAS
