Mount Yale Investment 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 | $333K | Hold |
2,400
| – | – | 0.03% | 431 |
|
|
2025
Q1 | $282K | Sell |
2,400
-4,871
| -67% | -$572K | 0.02% | 452 |
|
|
2024
Q4 | $922K | Buy |
7,271
+4,871
| +203% | +$617K | 0.07% | 214 |
|
|
2024
Q3 | $281K | Hold |
2,400
| – | – | 0.03% | 458 |
|
|
2024
Q2 | $265K | Hold |
2,400
| – | – | 0.02% | 464 |
|
|
2024
Q1 | $274K | Sell |
2,400
-3,330
| -58% | -$380K | 0.02% | 473 |
|
|
2023
Q4 | $599K | Buy |
5,730
+3,330
| +139% | +$348K | 0.06% | 285 |
|
|
2023
Q3 | $219K | Hold |
2,400
| – | – | 0.02% | 459 |
|
|
2023
Q2 | $232K | Hold |
2,400
| – | – | 0.02% | 438 |
|
|
2023
Q1 | $219K | Sell |
2,400
-8,209
| -77% | -$747K | 0.02% | 443 |
|
|
2022
Q4 | $887K | Buy |
+10,609
| New | +$887K | 0.1% | 206 |
|
|
2022
Q2 | – | Sell |
-2,295
| Closed | -$231K | – | 474 |
|
|
2022
Q1 | $231K | Sell |
2,295
-2,618
| -53% | -$264K | 0.03% | 422 |
|
|
2021
Q4 | $566K | Buy |
+4,913
| New | +$566K | 0.06% | 277 |
|