LRPA
L. Roy Papp & Associates’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 | $706K | Buy |
5,091
+1
| +0% | +$139 | 0.08% | 104 |
|
2025
Q1 | $598K | Buy |
5,090
+151
| +3% | +$17.7K | 0.07% | 111 |
|
2024
Q4 | $626K | Buy |
4,939
+501
| +11% | +$63.5K | 0.07% | 113 |
|
2024
Q3 | $520K | Buy |
4,438
+2
| +0% | +$235 | 0.06% | 123 |
|
2024
Q2 | $490K | Buy |
4,436
+461
| +12% | +$50.9K | 0.06% | 122 |
|
2024
Q1 | $454K | Buy |
3,975
+251
| +7% | +$28.6K | 0.05% | 128 |
|
2023
Q4 | $389K | Buy |
3,724
+4
| +0.1% | +$418 | 0.05% | 131 |
|
2023
Q3 | $340K | Hold |
3,720
| – | – | 0.05% | 136 |
|
2023
Q2 | $359K | Buy |
3,720
+1
| +0% | +$97 | 0.05% | 138 |
|
2023
Q1 | $339K | Buy |
3,719
+2
| +0.1% | +$182 | 0.05% | 142 |
|
2022
Q4 | $311K | Buy |
3,717
+6
| +0.2% | +$502 | 0.04% | 144 |
|
2022
Q3 | $291K | Hold |
3,711
| – | – | 0.04% | 149 |
|
2022
Q2 | $294K | Buy |
3,711
+1
| +0% | +$79 | 0.04% | 146 |
|
2022
Q1 | $373K | Buy |
3,710
+1,110
| +43% | +$112K | 0.05% | 142 |
|
2021
Q4 | $300K | Sell |
2,600
-1,106
| -30% | -$128K | 0.03% | 159 |
|
2021
Q3 | $415K | Hold |
3,706
| – | – | 0.05% | 139 |
|
2021
Q2 | $420K | Buy |
3,706
+1
| +0% | +$113 | 0.05% | 139 |
|
2021
Q1 | $378K | Hold |
3,705
| – | – | 0.05% | 140 |
|
2020
Q4 | $380K | Buy |
3,705
+1,853
| +100% | +$190K | 0.04% | 142 |
|
2020
Q3 | $320K | Hold |
1,852
| – | – | 0.04% | 141 |
|
2020
Q2 | $293K | Buy |
1,852
+2
| +0.1% | +$316 | 0.04% | 137 |
|
2020
Q1 | $225K | Hold |
1,850
| – | – | 0.04% | 143 |
|
2019
Q4 | $282K | Buy |
1,850
+2
| +0.1% | +$305 | 0.04% | 147 |
|
2019
Q3 | $261K | Hold |
1,848
| – | – | 0.04% | 147 |
|
2019
Q2 | $264K | Buy |
1,848
+1
| +0.1% | +$143 | 0.04% | 147 |
|
2019
Q1 | $251K | Buy |
+1,847
| New | +$251K | 0.05% | 140 |
|