Moss Adams Wealth 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 | $485K | Sell |
3,500
-74
| -2% | -$10.3K | 0.04% | 131 |
|
|
2025
Q1 | $420K | Hold |
3,574
| – | – | 0.04% | 124 |
|
|
2024
Q4 | $453K | Hold |
3,574
| – | – | 0.05% | 107 |
|
|
2024
Q3 | $419K | Buy |
3,574
+1
| +0% | +$117 | 0.05% | 109 |
|
|
2024
Q2 | $394K | Hold |
3,573
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $408K | Sell |
3,573
-64
| -2% | -$7.31K | 0.07% | 88 |
|
|
2023
Q4 | $380K | Buy |
3,637
+1
| +0% | +$104 | 0.08% | 66 |
|
|
2023
Q3 | $333K | Hold |
3,636
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $351K | Hold |
3,636
| – | – | 0.11% | 59 |
|
|
2023
Q1 | $331K | Hold |
3,636
| – | – | 0.11% | 57 |
|
|
2022
Q4 | $304K | Buy |
+3,636
| New | +$304K | 0.15% | 70 |
|