Nadler Financial Group’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 | $2.47M | Buy |
17,790
+760
| +4% | +$105K | 0.25% | 39 |
|
|
2025
Q1 | $2M | Buy |
17,030
+405
| +2% | +$47.6K | 0.22% | 40 |
|
|
2024
Q4 | $2.11M | Hold |
16,625
| – | – | 0.22% | 39 |
|
|
2024
Q3 | $1.95M | Hold |
16,625
| – | – | 0.22% | 40 |
|
|
2024
Q2 | $1.83M | Hold |
16,625
| – | – | 0.22% | 39 |
|
|
2024
Q1 | $1.9M | Hold |
16,625
| – | – | 0.23% | 38 |
|
|
2023
Q4 | $1.74M | Hold |
16,625
| – | – | 0.23% | 34 |
|
|
2023
Q3 | $1.52M | Hold |
16,625
| – | – | 0.23% | 37 |
|
|
2023
Q2 | $1.61M | Hold |
16,625
| – | – | 0.23% | 37 |
|
|
2023
Q1 | $1.51M | Hold |
16,625
| – | – | 0.24% | 40 |
|
|
2022
Q4 | $1.39M | Hold |
16,625
| – | – | 0.24% | 36 |
|
|
2022
Q3 | $1.3M | Buy |
16,625
+50
| +0.3% | +$3.92K | 0.25% | 39 |
|
|
2022
Q2 | $1.31M | Sell |
16,575
-219
| -1% | -$17.3K | 0.24% | 39 |
|
|
2022
Q1 | $1.69M | Buy |
16,794
+219
| +1% | +$22K | 0.26% | 37 |
|
|
2021
Q4 | $1.91M | Hold |
16,575
| – | – | 0.28% | 41 |
|
|
2021
Q3 | $1.86M | Buy |
16,575
+1,345
| +9% | +$151K | 0.3% | 35 |
|
|
2021
Q2 | $1.72M | Buy |
15,230
+2,575
| +20% | +$291K | 0.28% | 38 |
|
|
2021
Q1 | $1.29M | Buy |
12,655
+2,355
| +23% | +$240K | 0.23% | 39 |
|
|
2020
Q4 | $1.06M | Buy |
10,300
+2,200
| +27% | +$226K | 0.2% | 41 |
|
|
2020
Q3 | $700K | Buy |
8,100
+2,930
| +57% | +$253K | 0.16% | 49 |
|
|
2020
Q2 | $409K | Buy |
5,170
+1,280
| +33% | +$101K | 0.1% | 61 |
|
|
2020
Q1 | $236K | Buy |
3,890
+1,250
| +47% | +$75.8K | 0.07% | 76 |
|
|
2019
Q4 | $201K | Buy |
+2,640
| New | +$201K | 0.05% | 102 |
|