Liberty Capital 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 | $589K | Hold |
4,249
| – | – | 0.12% | 107 |
|
|
2025
Q1 | $499K | Sell |
4,249
-40
| -0.9% | -$4.7K | 0.11% | 109 |
|
|
2024
Q4 | $544K | Hold |
4,289
| – | – | 0.12% | 109 |
|
|
2024
Q3 | $503K | Sell |
4,289
-10
| -0.2% | -$1.17K | 0.11% | 111 |
|
|
2024
Q2 | $474K | Hold |
4,299
| – | – | 0.11% | 112 |
|
|
2024
Q1 | $491K | Sell |
4,299
-49
| -1% | -$5.59K | 0.12% | 112 |
|
|
2023
Q4 | $454K | Hold |
4,348
| – | – | 0.12% | 110 |
|
|
2023
Q3 | $397K | Sell |
4,348
-62
| -1% | -$5.66K | 0.12% | 108 |
|
|
2023
Q2 | $426K | Hold |
4,410
| – | – | 0.13% | 108 |
|
|
2023
Q1 | $402K | Sell |
4,410
-126
| -3% | -$11.5K | 0.13% | 102 |
|
|
2022
Q4 | $379K | Hold |
4,536
| – | – | 0.13% | 103 |
|
|
2022
Q3 | $356K | Hold |
4,536
| – | – | 0.13% | 104 |
|
|
2022
Q2 | $359K | Hold |
4,536
| – | – | 0.13% | 103 |
|
|
2022
Q1 | $456K | Sell |
4,536
-40
| -0.9% | -$4.02K | 0.13% | 101 |
|
|
2021
Q4 | $527K | Hold |
4,576
| – | – | 0.14% | 99 |
|
|
2021
Q3 | $513K | Hold |
4,576
| – | – | 0.15% | 93 |
|
|
2021
Q2 | $518K | Hold |
4,576
| – | – | 0.16% | 94 |
|
|
2021
Q1 | $467K | Hold |
4,576
| – | – | 0.16% | 92 |
|
|
2020
Q4 | $470K | Buy |
+4,576
| New | +$470K | 0.17% | 90 |
|
|
2020
Q2 | $388K | Sell |
4,906
-80
| -2% | -$6.33K | 0.17% | 90 |
|
|
2020
Q1 | $303K | Hold |
4,986
| – | – | 0.16% | 94 |
|
|
2019
Q4 | $380K | Hold |
4,986
| – | – | 0.16% | 98 |
|
|
2019
Q3 | $352K | Sell |
4,986
-800
| -14% | -$56.5K | 0.16% | 99 |
|
|
2019
Q2 | $413K | Sell |
5,786
-42
| -0.7% | -$3K | 0.19% | 96 |
|
|
2019
Q1 | $395K | Hold |
5,828
| – | – | 0.2% | 87 |
|
|
2018
Q4 | $331K | Sell |
5,828
-80
| -1% | -$4.54K | 0.2% | 83 |
|
|
2018
Q3 | $401K | Sell |
5,908
-68
| -1% | -$4.62K | 0.21% | 83 |
|
|
2018
Q2 | $379K | Sell |
5,976
-928
| -13% | -$58.9K | 0.22% | 84 |
|
|
2018
Q1 | $424K | Sell |
6,904
-728
| -10% | -$44.7K | 0.26% | 82 |
|
|
2017
Q4 | $482K | Hold |
7,632
| – | – | 0.25% | 80 |
|
|
2017
Q3 | $445K | Sell |
7,632
-8
| -0.1% | -$466 | 0.24% | 86 |
|
|
2017
Q2 | $413K | Sell |
7,640
-1,944
| -20% | -$105K | 0.25% | 85 |
|
|
2017
Q1 | $497K | Sell |
9,584
-606
| -6% | -$31.4K | 0.3% | 76 |
|
|
2016
Q4 | $510K | Sell |
10,190
-4,798
| -32% | -$240K | 0.33% | 70 |
|
|
2016
Q3 | $723K | Buy |
+14,988
| New | +$723K | 0.47% | 62 |
|