LA
Legacy 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 | – | Sell |
-4,308
| Closed | -$506K | – | 209 |
|
|
2025
Q1 | $506K | Hold |
4,308
| – | – | 0.05% | 262 |
|
|
2024
Q4 | $546K | Buy |
4,308
+300
| +7% | +$38K | 0.05% | 240 |
|
|
2024
Q3 | $470K | Hold |
4,008
| – | – | 0.05% | 248 |
|
|
2024
Q2 | $442K | Buy |
4,008
+1,300
| +48% | +$143K | 0.05% | 218 |
|
|
2024
Q1 | $309K | Buy |
+2,708
| New | +$309K | 0.04% | 249 |
|
|
2023
Q4 | – | Sell |
-3,508
| Closed | -$321K | – | 312 |
|
|
2023
Q3 | $321K | Hold |
3,508
| – | – | 0.05% | 231 |
|
|
2023
Q2 | $339K | Buy |
3,508
+1,200
| +52% | +$116K | 0.05% | 209 |
|
|
2023
Q1 | $210K | Buy |
+2,308
| New | +$210K | 0.04% | 229 |
|
|
2022
Q2 | – | Sell |
-2,308
| Closed | -$232K | – | 227 |
|
|
2022
Q1 | $232K | Hold |
2,308
| – | – | 0.05% | 187 |
|
|
2021
Q4 | $266K | Hold |
2,308
| – | – | 0.1% | 103 |
|
|
2021
Q3 | $259K | Hold |
2,308
| – | – | 0.1% | 98 |
|
|
2021
Q2 | $261K | Hold |
2,308
| – | – | 0.11% | 104 |
|
|
2021
Q1 | $236K | Buy |
+2,308
| New | +$236K | 0.1% | 105 |
|
|
2019
Q3 | – | Sell |
-354
| Closed | -$50K | – | 216 |
|
|
2019
Q2 | $50K | Sell |
354
-4
| -1% | -$565 | 0.03% | 206 |
|
|
2019
Q1 | $49K | Buy |
+358
| New | +$49K | 0.02% | 216 |
|
|
2018
Q4 | – | Sell |
-354
| Closed | -$48K | – | 247 |
|
|
2018
Q3 | $48K | Hold |
354
| – | – | 0.02% | 230 |
|
|
2018
Q2 | $45K | Hold |
354
| – | – | 0.03% | 197 |
|
|
2018
Q1 | $43K | Hold |
354
| – | – | 0.03% | 169 |
|
|
2017
Q4 | $42K | Hold |
354
| – | – | 0.04% | 135 |
|
|
2017
Q3 | $40K | Buy |
+354
| New | +$40K | 0.04% | 116 |
|