Moneta Group Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.9M | Buy |
|
|||||
|
2025
Q2 | $32.8M | Buy |
|
|||||
|
2025
Q1 | $24.2M | Buy |
|
|||||
|
2024
Q4 | $25.3M | Buy |
|
|||||
|
2024
Q3 | $23.2M | Buy |
|
|||||
|
2024
Q2 | $20.5M | Sell |
|
|||||
|
2024
Q1 | $21.4M | Buy |
|
|||||
|
2023
Q4 | $13.4M | Buy |
|
|||||
|
2023
Q3 | $9.98M | Buy |
|
|||||
|
2023
Q2 | $8.87M | Buy |
|
|||||
|
2023
Q1 | $7.89M | Buy |
|
|||||
|
2022
Q4 | $6.93M | Buy |
|
|||||
|
2022
Q3 | $5.76M | Buy |
|
|||||
|
2022
Q2 | $5.65M | Buy |
|
|||||
|
2022
Q1 | $2.75M | Buy |
|
|||||
|
2021
Q4 | $3.01M | Buy |
|
|||||
|
2021
Q3 | $2.92M | Buy |
|
|||||
|
2021
Q2 | $2.73M | Buy |
|
|||||
|
2021
Q1 | $2.25M | Buy |
|
|||||
|
2020
Q4 | $1.67M | Buy |
|
|||||
|
2020
Q3 | $1.27M | Sell |
|
|||||
|
2020
Q2 | $1.23M | Buy |
|
|||||
|
2020
Q1 | $872K | Buy |
|
|||||
|
2019
Q4 | $505K | Buy |
|
|||||
|
2019
Q3 | $464K | Sell |
|
|||||
|
2019
Q2 | $1.34M | Sell |
|
|||||
|
2019
Q1 | $1.41M | Buy |
|
|||||
|
2018
Q4 | $1.1M | Sell |
|
|||||
|
2018
Q3 | $1.34M | Buy |
|
|||||
|
2018
Q2 | $1.21M | Sell |
|
|||||
|
2018
Q1 | $1.25M | Buy |
|
|||||
|
2017
Q4 | $1.22M | Sell |
|
|||||
|
2017
Q3 | $1.16M | Buy |
|
|||||
|
2017
Q2 | $905K | Buy |
|
|||||
|
2017
Q1 | $816K | Buy |
|
|||||
|
2016
Q4 | $719K | Buy |
|
|||||
|
2016
Q3 | $704K | Buy |
|
|||||
|
2016
Q2 | $633K | Hold |
|
|||||
|
2016
Q1 | $624K | Hold |
|
|||||
|
2015
Q4 | $622K | Hold |
|
|||||
|
2015
Q3 | $600K | Hold |
|
|||||
|
2015
Q2 | $655K | Buy |
|
|||||
|
2015
Q1 | $338K | Buy |
|
|||||
|
2014
Q4 | $304K | Hold |
|
|||||
|
2014
Q3 | $289K | Sell |
|
|||||
|
2014
Q2 | $352K | Hold |
|
|||||
|
2014
Q1 | $338K | Buy |
|
|||||
|
2013
Q4 | $245K | Hold |
|
|||||
|
2013
Q3 | $227K | Hold |
|
|||||
|
2013
Q2 | $208K | Buy |
|