Nations 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 | $729K | Sell |
5,258
-14
| -0.3% | -$1.94K | 0.05% | 370 |
|
|
2025
Q1 | $619K | Sell |
5,272
-1,485
| -22% | -$174K | 0.05% | 380 |
|
|
2024
Q4 | $856K | Sell |
6,757
-96
| -1% | -$12.2K | 0.06% | 310 |
|
|
2024
Q3 | $804K | Buy |
6,853
+1,404
| +26% | +$165K | 0.06% | 317 |
|
|
2024
Q2 | $601K | Sell |
5,449
-53
| -1% | -$5.85K | 0.05% | 368 |
|
|
2024
Q1 | $628K | Buy |
5,502
+2
| +0% | +$228 | 0.05% | 360 |
|
|
2023
Q4 | $575K | Sell |
5,500
-31
| -0.6% | -$3.24K | 0.05% | 353 |
|
|
2023
Q3 | $505K | Sell |
5,531
-1,530
| -22% | -$140K | 0.05% | 364 |
|
|
2023
Q2 | $682K | Sell |
7,061
-69
| -1% | -$6.67K | 0.07% | 308 |
|
|
2023
Q1 | $649K | Sell |
7,130
-70
| -1% | -$6.37K | 0.07% | 303 |
|
|
2022
Q4 | $602K | Sell |
7,200
-103
| -1% | -$8.61K | 0.07% | 314 |
|
|
2022
Q3 | $573K | Sell |
7,303
-7
| -0.1% | -$549 | 0.08% | 261 |
|
|
2022
Q2 | $579K | Buy |
7,310
+198
| +3% | +$15.7K | 0.08% | 274 |
|
|
2022
Q1 | $715K | Buy |
7,112
+120
| +2% | +$12.1K | 0.09% | 247 |
|
|
2021
Q4 | $806K | Sell |
6,992
-202
| -3% | -$23.3K | 0.11% | 203 |
|
|
2021
Q3 | $806K | Buy |
7,194
+43
| +0.6% | +$4.82K | 0.12% | 192 |
|
|
2021
Q2 | $809K | Sell |
7,151
-946
| -12% | -$107K | 0.14% | 184 |
|
|
2021
Q1 | $826K | Sell |
8,097
-24
| -0.3% | -$2.45K | 0.19% | 146 |
|
|
2020
Q4 | $834K | Buy |
8,121
+565
| +7% | +$58K | 0.22% | 131 |
|
|
2020
Q3 | $653K | Sell |
7,556
-616
| -8% | -$53.2K | 0.2% | 142 |
|
|
2020
Q2 | $646K | Sell |
8,172
-38
| -0.5% | -$3K | 0.23% | 130 |
|
|
2020
Q1 | $499K | Sell |
8,210
-1,104
| -12% | -$67.1K | 0.21% | 143 |
|
|
2019
Q4 | $711K | Sell |
9,314
-226
| -2% | -$17.3K | 0.25% | 133 |
|
|
2019
Q3 | $687K | Buy |
9,540
+132
| +1% | +$9.51K | 0.25% | 130 |
|
|
2019
Q2 | $671K | Buy |
9,408
+98
| +1% | +$6.99K | 0.44% | 64 |
|
|
2019
Q1 | $632K | Buy |
9,310
+636
| +7% | +$43.2K | 0.43% | 65 |
|
|
2018
Q4 | $493K | Buy |
8,674
+16
| +0.2% | +$909 | 0.39% | 72 |
|
|
2018
Q3 | $587K | Buy |
8,658
+6
| +0.1% | +$407 | 0.42% | 70 |
|
|
2018
Q2 | $548K | Sell |
8,652
-1,054
| -11% | -$66.8K | 0.46% | 64 |
|
|
2018
Q1 | $597K | Buy |
9,706
+6
| +0.1% | +$369 | 0.54% | 52 |
|
|
2017
Q4 | $585K | Buy |
9,700
+6
| +0.1% | +$362 | 0.54% | 57 |
|
|
2017
Q3 | $549K | Buy |
9,694
+238
| +3% | +$13.5K | 0.53% | 54 |
|
|
2017
Q2 | $511K | Hold |
9,456
| – | – | 0.42% | 71 |
|
|
2017
Q1 | $491K | Buy |
9,456
+10
| +0.1% | +$519 | 0.48% | 64 |
|
|
2016
Q4 | $460K | Buy |
9,446
+16
| +0.2% | +$779 | 0.5% | 65 |
|
|
2016
Q3 | $459K | Buy |
9,430
+18
| +0.2% | +$876 | 0.45% | 67 |
|
|
2016
Q2 | $440K | Sell |
9,412
-68
| -0.7% | -$3.18K | 0.46% | 64 |
|
|
2016
Q1 | $437K | Buy |
9,480
+12
| +0.1% | +$553 | 0.5% | 62 |
|
|
2015
Q4 | $435K | Buy |
+9,468
| New | +$435K | 0.57% | 58 |
|