N.E.W. Advisory Services’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 | $170K | Hold |
1,228
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $144K | Buy |
+1,228
| New | +$144K | 0.01% | 236 |
|
|
2024
Q3 | – | Sell |
-2,648
| Closed | -$292K | – | 186 |
|
|
2024
Q2 | $292K | Hold |
2,648
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $302K | Hold |
2,648
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $277K | Hold |
2,648
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $242K | Hold |
2,648
| – | – | 0.03% | 135 |
|
|
2023
Q2 | $256K | Hold |
2,648
| – | – | 0.04% | 117 |
|
|
2023
Q1 | $241K | Hold |
2,648
| – | – | 0.04% | 120 |
|
|
2022
Q4 | $221K | Hold |
2,648
| – | – | 0.03% | 125 |
|
|
2022
Q3 | $208K | Hold |
2,648
| – | – | 0.04% | 124 |
|
|
2022
Q2 | $210K | Buy |
+2,648
| New | +$210K | 0.04% | 124 |
|
|
2022
Q1 | – | Sell |
-2,098
| Closed | -$242K | – | 150 |
|
|
2021
Q4 | $242K | Sell |
2,098
-39
| -2% | -$4.5K | 0.04% | 125 |
|
|
2021
Q3 | $239K | Hold |
2,137
| – | – | 0.04% | 121 |
|
|
2021
Q2 | $243K | Buy |
+2,137
| New | +$243K | 0.04% | 122 |
|
|
2021
Q1 | – | Sell |
-3,694
| Closed | -$379K | – | 135 |
|
|
2020
Q4 | $379K | Buy |
+3,694
| New | +$379K | 0.08% | 96 |
|