Mutual 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 | $3.04M | Sell |
21,371
-4,912
| -19% | -$699K | 0.08% | 237 |
|
|
2025
Q1 | $3.16M | Sell |
26,283
-17,581
| -40% | -$2.11M | 0.09% | 213 |
|
|
2024
Q4 | $5.77M | Buy |
43,864
+2,830
| +7% | +$372K | 0.17% | 118 |
|
|
2024
Q3 | $4.95M | Buy |
41,034
+33,466
| +442% | +$4.03M | 0.14% | 135 |
|
|
2024
Q2 | $834K | Buy |
7,568
+250
| +3% | +$27.6K | 0.03% | 544 |
|
|
2024
Q1 | $835K | Sell |
7,318
-2,536
| -26% | -$289K | 0.03% | 535 |
|
|
2023
Q4 | $1.03M | Buy |
9,854
+2,088
| +27% | +$218K | 0.04% | 445 |
|
|
2023
Q3 | $709K | Buy |
7,766
+300
| +4% | +$27.4K | 0.03% | 514 |
|
|
2023
Q2 | $721K | Buy |
7,466
+162
| +2% | +$15.7K | 0.03% | 529 |
|
|
2023
Q1 | $665K | Buy |
7,304
+751
| +11% | +$68.4K | 0.03% | 545 |
|
|
2022
Q4 | $548K | Buy |
6,553
+169
| +3% | +$14.1K | 0.02% | 558 |
|
|
2022
Q3 | $501K | Buy |
6,384
+1,080
| +20% | +$84.8K | 0.03% | 559 |
|
|
2022
Q2 | $420K | Buy |
5,304
+289
| +6% | +$22.9K | 0.03% | 589 |
|
|
2022
Q1 | $504K | Sell |
5,015
-394
| -7% | -$39.6K | 0.03% | 569 |
|
|
2021
Q4 | $623K | Sell |
5,409
-328
| -6% | -$37.8K | 0.03% | 512 |
|
|
2021
Q3 | $643K | Sell |
5,737
-323
| -5% | -$36.2K | 0.04% | 478 |
|
|
2021
Q2 | $686K | Sell |
6,060
-797
| -12% | -$90.2K | 0.04% | 449 |
|
|
2021
Q1 | $700K | Sell |
6,857
-1,879
| -22% | -$192K | 0.05% | 407 |
|
|
2020
Q4 | $897K | Buy |
8,736
+264
| +3% | +$27.1K | 0.07% | 333 |
|
|
2020
Q3 | $732K | Buy |
8,472
+1,516
| +22% | +$131K | 0.06% | 327 |
|
|
2020
Q2 | $550K | Sell |
6,956
-5,974
| -46% | -$472K | 0.05% | 359 |
|
|
2020
Q1 | $786K | Sell |
12,930
-144
| -1% | -$8.75K | 0.11% | 205 |
|
|
2019
Q4 | $997K | Sell |
13,074
-662
| -5% | -$50.5K | 0.11% | 232 |
|
|
2019
Q3 | $971K | Sell |
13,736
-27,582
| -67% | -$1.95M | 0.13% | 200 |
|
|
2019
Q2 | $2.95M | Sell |
41,318
-330
| -0.8% | -$23.5K | 0.38% | 54 |
|
|
2019
Q1 | $2.83M | Buy |
41,648
+28,160
| +209% | +$1.91M | 0.42% | 49 |
|
|
2018
Q4 | $767K | Buy |
13,488
+4,290
| +47% | +$244K | 0.15% | 169 |
|
|
2018
Q3 | $624K | Sell |
9,198
-22
| -0.2% | -$1.49K | 0.09% | 248 |
|
|
2018
Q2 | $584K | Buy |
9,220
+18
| +0.2% | +$1.14K | 0.13% | 217 |
|
|
2018
Q1 | $566K | Buy |
9,202
+2,390
| +35% | +$147K | 0.14% | 219 |
|
|
2017
Q4 | $411K | Buy |
+6,812
| New | +$411K | 0.16% | 180 |
|