Kingsview 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 | $2.16M | Sell |
15,576
-421
| -3% | -$58.4K | 0.04% | 426 |
|
|
2025
Q1 | $1.88M | Sell |
15,997
-29,940
| -65% | -$3.52M | 0.04% | 400 |
|
|
2024
Q4 | $5.82M | Buy |
45,937
+2,544
| +6% | +$322K | 0.11% | 185 |
|
|
2024
Q3 | $5.09M | Buy |
43,393
+28,280
| +187% | +$3.32M | 0.11% | 198 |
|
|
2024
Q2 | $1.67M | Buy |
15,113
+3
| +0% | +$331 | 0.04% | 389 |
|
|
2024
Q1 | $1.72M | Sell |
15,110
-121
| -0.8% | -$13.8K | 0.04% | 371 |
|
|
2023
Q4 | $1.59M | Sell |
15,231
-3,495
| -19% | -$365K | 0.05% | 334 |
|
|
2023
Q3 | $1.71M | Buy |
18,726
+4,788
| +34% | +$437K | 0.06% | 311 |
|
|
2023
Q2 | $1.35M | Buy |
13,938
+261
| +2% | +$25.2K | 0.05% | 322 |
|
|
2023
Q1 | $1.25M | Sell |
13,677
-951
| -7% | -$86.6K | 0.05% | 338 |
|
|
2022
Q4 | $1.22M | Sell |
14,628
-524
| -3% | -$43.8K | 0.05% | 308 |
|
|
2022
Q3 | $1.19M | Sell |
15,152
-369
| -2% | -$28.9K | 0.06% | 297 |
|
|
2022
Q2 | $1.23M | Sell |
15,521
-7,298
| -32% | -$578K | 0.06% | 310 |
|
|
2022
Q1 | $2.29M | Sell |
22,819
-397
| -2% | -$39.9K | 0.1% | 211 |
|
|
2021
Q4 | $2.68M | Sell |
23,216
-60
| -0.3% | -$6.91K | 0.11% | 190 |
|
|
2021
Q3 | $2.61M | Buy |
23,276
+2,545
| +12% | +$285K | 0.12% | 181 |
|
|
2021
Q2 | $2.35M | Sell |
20,731
-385
| -2% | -$43.6K | 0.12% | 193 |
|
|
2021
Q1 | $2.2M | Buy |
21,116
+2,789
| +15% | +$290K | 0.12% | 176 |
|
|
2020
Q4 | $1.88M | Buy |
18,327
+129
| +0.7% | +$13.2K | 0.14% | 168 |
|
|
2020
Q3 | $1.57M | Sell |
18,198
-1,202
| -6% | -$104K | 0.14% | 161 |
|
|
2020
Q2 | $1.53M | Buy |
19,400
+6,624
| +52% | +$524K | 0.15% | 153 |
|
|
2020
Q1 | $777K | Buy |
12,776
+744
| +6% | +$45.2K | 0.1% | 210 |
|
|
2019
Q4 | $918K | Buy |
12,032
+1,188
| +11% | +$90.6K | 0.12% | 204 |
|
|
2019
Q3 | $766K | Sell |
10,844
-1,372
| -11% | -$96.9K | 0.12% | 184 |
|
|
2019
Q2 | $871K | Sell |
12,216
-9,490
| -44% | -$677K | 0.15% | 168 |
|
|
2019
Q1 | $1.47M | Buy |
21,706
+17,912
| +472% | +$1.21M | 0.22% | 126 |
|
|
2018
Q4 | $216K | Buy |
3,794
+796
| +27% | +$45.3K | 0.05% | 330 |
|
|
2018
Q3 | $203K | Sell |
2,998
-164
| -5% | -$11.1K | 0.04% | 340 |
|
|
2018
Q2 | $200K | Buy |
+3,162
| New | +$200K | 0.05% | 305 |
|