NewEdge Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

NewEdge Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy	90,850 +27,409	+43%	+$3.8M	0.07%	306
2025 Q1	$7.45M	Sell	63,441 -3,219	-5%	-$378K	0.04%	388
2024 Q4	$8.45M	Buy	66,660 +6,842	+11%	+$867K	0.05%	348
2024 Q3	$7.02M	Buy	59,818 +277	+0.5%	+$32.5K	0.05%	370
2024 Q2	$6.57M	Buy	59,541 +12,085	+25%	+$1.33M	0.05%	362
2024 Q1	$5.42M	Sell	47,456 -9,581	-17%	-$1.09M	0.05%	369
2023 Q4	$5.98M	Sell	57,037 -87,318	-60%	-$9.15M	0.06%	312
2023 Q3	$13.2M	Buy	144,355 +16,497	+13%	+$1.51M	0.14%	150
2023 Q2	$12.4M	Sell	127,858 -5,349	-4%	-$517K	0.14%	153
2023 Q1	$12.1M	Sell	133,207 -12,006	-8%	-$1.09M	0.15%	145
2022 Q4	$10.6M	Buy	145,213 +32,325	+29%	+$2.36M	0.29%	83
2022 Q3	$8.85M	Buy	112,888 +3,660	+3%	+$287K	0.15%	158
2022 Q2	$8.65M	Buy	109,228 +31,822	+41%	+$2.52M	0.14%	155
2022 Q1	$7.78M	Buy	77,406 +3,379	+5%	+$340K	0.13%	167
2021 Q4	$8.53M	Buy	74,027 +9,099	+14%	+$1.05M	0.13%	158
2021 Q3	$7.28M	Buy	64,928 +30,698	+90%	+$3.44M	0.18%	119
2021 Q2	$3.88M	Buy	34,230 +1,915	+6%	+$217K	0.1%	196
2021 Q1	$3.3M	Sell	32,315 -1,531	-5%	-$156K	0.1%	204
2020 Q4	$3.47M	Sell	33,846 -1,242	-4%	-$127K	0.11%	182
2020 Q3	$3.03M	Buy	35,088 +17,050	+95%	+$1.47M	0.11%	193
2020 Q2	$1.43M	Sell	18,038 -256	-1%	-$20.2K	0.06%	277
2020 Q1	$1.11M	Sell	18,294 -628	-3%	-$38.2K	0.05%	291
2019 Q4	$1.44M	Sell	18,922 -16	-0.1%	-$1.22K	0.06%	295
2019 Q3	$1.34M	Buy	18,938 +2,464	+15%	+$174K	0.06%	288
2019 Q2	$1.18M	Sell	16,474 -130	-0.8%	-$9.27K	0.07%	255
2019 Q1	$1.13M	Buy	16,604 +392	+2%	+$26.6K	0.07%	259
2018 Q4	$922	Buy	16,212 +3,138	+24%	+$178	0.06%	266
2018 Q3	$886K	Buy	13,074 +1,456	+13%	+$98.7K	0.07%	251
2018 Q2	$739	Buy	+11,618	New	+$739	0.07%	250
2017 Q3	–	Sell	-536	Closed	-$29K	–	735
2017 Q2	$29K	Buy	+536	New	+$29K	0.01%	626