MONECO 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
Q2 | $1.19M | Sell |
8,562
-346
| -4% | -$48K | 0.11% | 178 |
|
|
2025
Q1 | $1.05M | Buy |
8,908
+541
| +6% | +$63.6K | 0.11% | 174 |
|
|
2024
Q4 | $1.06M | Buy |
8,367
+253
| +3% | +$32.1K | 0.11% | 174 |
|
|
2024
Q3 | $952K | Buy |
8,114
+2,760
| +52% | +$324K | 0.12% | 164 |
|
|
2024
Q2 | $591K | Sell |
5,354
-3,821
| -42% | -$422K | 0.09% | 212 |
|
|
2024
Q1 | $1.05M | Sell |
9,175
-9
| -0.1% | -$1.03K | 0.17% | 147 |
|
|
2023
Q4 | $959K | Buy |
9,184
+102
| +1% | +$10.7K | 0.18% | 136 |
|
|
2023
Q3 | $830K | Buy |
9,082
+359
| +4% | +$32.8K | 0.23% | 113 |
|
|
2023
Q2 | $843K | Buy |
8,723
+2,346
| +37% | +$227K | 0.23% | 113 |
|
|
2023
Q1 | $581K | Buy |
6,377
+1,919
| +43% | +$175K | 0.17% | 141 |
|
|
2022
Q4 | $373K | Buy |
4,458
+349
| +8% | +$29.2K | 0.13% | 166 |
|
|
2022
Q3 | $322K | Sell |
4,109
-64
| -2% | -$5.02K | 0.13% | 169 |
|
|
2022
Q2 | $331K | Buy |
4,173
+230
| +6% | +$18.2K | 0.13% | 167 |
|
|
2022
Q1 | $396K | Buy |
3,943
+1
| +0% | +$100 | 0.15% | 141 |
|
|
2021
Q4 | $387K | Buy |
3,942
+122
| +3% | +$12K | 0.15% | 148 |
|
|
2021
Q3 | $428K | Buy |
3,820
+1
| +0% | +$112 | 0.17% | 134 |
|
|
2021
Q2 | $432K | Buy |
3,819
+34
| +0.9% | +$3.85K | 0.2% | 119 |
|
|
2021
Q1 | $386K | Buy |
3,785
+198
| +6% | +$20.2K | 0.19% | 122 |
|
|
2020
Q4 | $379K | Buy |
3,587
+1
| +0% | +$106 | 0.21% | 111 |
|
|
2020
Q3 | $310K | Buy |
3,586
+36
| +1% | +$3.11K | 0.2% | 109 |
|
|
2020
Q2 | $281K | Buy |
3,550
+120
| +3% | +$9.5K | 0.22% | 106 |
|
|
2020
Q1 | $209K | Sell |
3,430
-492
| -13% | -$30K | 0.21% | 106 |
|
|
2019
Q4 | $312K | Buy |
3,922
+2
| +0.1% | +$159 | 0.22% | 100 |
|
|
2019
Q3 | $277K | Buy |
3,920
+2
| +0.1% | +$141 | 0.22% | 100 |
|
|
2019
Q2 | $279K | Buy |
3,918
+2
| +0.1% | +$142 | 0.22% | 95 |
|
|
2019
Q1 | $266K | Sell |
3,916
-70
| -2% | -$4.76K | 0.22% | 102 |
|
|
2018
Q4 | $227K | Buy |
+3,986
| New | +$227K | 0.26% | 85 |
|