Kovack 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
Q1 | – | Sell |
-1,897
| Closed | -$240K | – | 609 |
|
|
2024
Q4 | $240K | Buy |
1,897
+32
| +2% | +$4.06K | 0.02% | 523 |
|
|
2024
Q3 | $219K | Sell |
1,865
-193
| -9% | -$22.6K | 0.02% | 524 |
|
|
2024
Q2 | $227K | Buy |
+2,058
| New | +$227K | 0.03% | 494 |
|
|
2022
Q3 | – | Sell |
-2,782
| Closed | -$220K | – | 586 |
|
|
2022
Q2 | $220K | Sell |
2,782
-62
| -2% | -$4.9K | 0.03% | 544 |
|
|
2022
Q1 | $285K | Sell |
2,844
-17
| -0.6% | -$1.7K | 0.03% | 546 |
|
|
2021
Q4 | $330K | Buy |
2,861
+382
| +15% | +$44.1K | 0.03% | 493 |
|
|
2021
Q3 | $278K | Buy |
2,479
+3
| +0.1% | +$336 | 0.03% | 554 |
|
|
2021
Q2 | $280K | Buy |
2,476
+177
| +8% | +$20K | 0.03% | 538 |
|
|
2021
Q1 | $235K | Buy |
+2,299
| New | +$235K | 0.03% | 539 |
|