NewEdge Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Sell |
95,440
-606
| -0.6% | -$82K | 0.04% | 403 |
|
|
2025
Q4 | $13.2M | Buy |
96,046
+3,264
| +4% | +$456K | 0.05% | 349 |
|
|
2025
Q3 | $13.2M | Buy |
92,782
+1,932
| +2% | +$273K | 0.06% | 325 |
|
|
2025
Q2 | $12.6M | Buy |
90,850
+27,409
| +43% | +$3.47M | 0.07% | 306 |
|
|
2025
Q1 | $7.45M | Sell |
63,441
-3,219
| -5% | -$414K | 0.04% | 388 |
|
|
2024
Q4 | $8.45M | Buy |
66,660
+6,842
| +11% | +$870K | 0.05% | 348 |
|
|
2024
Q3 | $7.02M | Buy |
59,818
+277
| +0.5% | +$31K | 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% | -$1.04M | 0.05% | 369 |
|
|
2023
Q4 | $5.98M | Sell |
57,037
-87,318
| -60% | -$8.28M | 0.06% | 312 |
|
|
2023
Q3 | $13.2M | Buy |
144,355
+16,497
| +13% | +$1.58M | 0.14% | 150 |
|
|
2023
Q2 | $12.4M | Sell |
127,858
-5,349
| -4% | -$487K | 0.14% | 153 |
|
|
2023
Q1 | $12.1M | Sell |
133,207
-12,006
| -8% | -$1.07M | 0.15% | 145 |
|
|
2022
Q4 | $10.6M | Buy |
145,213
+32,325
| +29% | +$2.72M | 0.29% | 83 |
|
|
2022
Q3 | $8.85M | Buy |
112,888
+3,660
| +3% | +$315K | 0.15% | 158 |
|
|
2022
Q2 | $8.65M | Buy |
109,228
+31,822
| +41% | +$2.77M | 0.14% | 156 |
|
|
2022
Q1 | $7.78M | Buy |
77,406
+3,379
| +5% | +$337K | 0.13% | 171 |
|
|
2021
Q4 | $8.53M | Buy |
74,027
+9,099
| +14% | +$1.06M | 0.13% | 158 |
|
|
2021
Q3 | $7.28M | Buy |
64,928
+30,698
| +90% | +$3.53M | 0.18% | 119 |
|
|
2021
Q2 | $3.88M | Buy |
34,230
+1,915
| +6% | +$205K | 0.1% | 196 |
|
|
2021
Q1 | $3.3M | Sell |
32,315
-1,531
| -5% | -$160K | 0.1% | 204 |
|
|
2020
Q4 | $3.47M | Sell |
33,846
-1,242
| -4% | -$118K | 0.11% | 182 |
|
|
2020
Q3 | $3.03M | Buy |
35,088
+17,050
| +95% | +$1.44M | 0.11% | 193 |
|
|
2020
Q2 | $1.43M | Sell |
18,038
-256
| -1% | -$18.6K | 0.06% | 277 |
|
|
2020
Q1 | $1.11M | Sell |
18,294
-628
| -3% | -$45.8K | 0.05% | 291 |
|
|
2019
Q4 | $1.44M | Sell |
18,922
-16
| -0.1% | -$1.17K | 0.06% | 295 |
|
|
2019
Q3 | $1.34M | Buy |
18,938
+2,464
| +15% | +$177K | 0.06% | 288 |
|
|
2019
Q2 | $1.18M | Sell |
16,474
-130
| -0.8% | -$9.04K | 0.07% | 255 |
|
|
2019
Q1 | $1.13M | Buy |
16,604
+392
| +2% | +$25.2K | 0.07% | 259 |
|
|
2018
Q4 | $922 | Buy |
16,212
+3,138
| +24% | +$191K | 0.06% | 266 |
|
|
2018
Q3 | $886K | Buy |
13,074
+1,456
| +13% | +$96.8K | 0.07% | 251 |
|
|
2018
Q2 | $739 | Buy |
+11,618
| New | +$731K | 0.07% | 250 |
|
|
2017
Q3 | – | Sell |
-536
| Closed | -$29K | – | 735 |
|
|
2017
Q2 | $29K | Buy |
+536
| New | +$28.5K | 0.01% | 626 |
|
Other funds holding IWP
FCAS
