OC
Oarsman Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
7,741
| – | – | 0.17% | 91 |
|
|
2025
Q1 | $909K | Buy |
7,741
+1,500
| +24% | +$176K | 0.16% | 100 |
|
|
2024
Q4 | $791K | Buy |
6,241
+424
| +7% | +$53.7K | 0.14% | 108 |
|
|
2024
Q3 | $682K | Buy |
5,817
+1,410
| +32% | +$165K | 0.13% | 112 |
|
|
2024
Q2 | $486K | Sell |
4,407
-58
| -1% | -$6.4K | 0.11% | 126 |
|
|
2024
Q1 | $510K | Buy |
4,465
+597
| +15% | +$68.1K | 0.12% | 121 |
|
|
2023
Q4 | $404K | Buy |
3,868
+1,444
| +60% | +$151K | 0.11% | 143 |
|
|
2023
Q3 | $221K | Hold |
2,424
| – | – | 0.09% | 168 |
|
|
2023
Q2 | $234K | Hold |
2,424
| – | – | 0.1% | 156 |
|
|
2023
Q1 | $221K | Hold |
2,424
| – | – | 0.1% | 158 |
|
|
2022
Q4 | $203K | Buy |
+2,424
| New | +$203K | 0.1% | 154 |
|
|
2022
Q2 | – | Sell |
-2,424
| Closed | -$244K | – | 178 |
|
|
2022
Q1 | $244K | Hold |
2,424
| – | – | 0.1% | 165 |
|
|
2021
Q4 | $279K | Hold |
2,424
| – | – | 0.11% | 151 |
|
|
2021
Q3 | $272K | Hold |
2,424
| – | – | 0.11% | 159 |
|
|
2021
Q2 | $274K | Hold |
2,424
| – | – | 0.11% | 154 |
|
|
2021
Q1 | $247K | Sell |
2,424
-462
| -16% | -$47.1K | 0.11% | 160 |
|
|
2020
Q4 | $296K | Buy |
2,886
+1,444
| +100% | +$148K | 0.12% | 138 |
|
|
2020
Q3 | $249K | Buy |
1,442
+14
| +1% | +$2.42K | 0.11% | 140 |
|
|
2020
Q2 | $226K | Buy |
+1,428
| New | +$226K | 0.11% | 147 |
|
|
2020
Q1 | – | Sell |
-1,428
| Closed | -$218K | – | 148 |
|
|
2019
Q4 | $218K | Hold |
1,428
| – | – | 0.1% | 171 |
|
|
2019
Q3 | $202K | Hold |
1,428
| – | – | 0.1% | 175 |
|
|
2019
Q2 | $204K | Buy |
+1,428
| New | +$204K | 0.09% | 171 |
|
|
2018
Q4 | – | Sell |
-1,607
| Closed | -$218K | – | 176 |
|
|
2018
Q3 | $218K | Sell |
1,607
-54
| -3% | -$7.33K | 0.09% | 171 |
|
|
2018
Q2 | $210K | Sell |
1,661
-645
| -28% | -$81.5K | 0.1% | 166 |
|
|
2018
Q1 | $284K | Sell |
2,306
-182
| -7% | -$22.4K | 0.13% | 152 |
|
|
2017
Q4 | $300K | Sell |
2,488
-86
| -3% | -$10.4K | 0.13% | 153 |
|
|
2017
Q3 | $291K | Sell |
2,574
-105
| -4% | -$11.9K | 0.12% | 154 |
|
|
2017
Q2 | $290K | Buy |
2,679
+15
| +0.6% | +$1.62K | 0.13% | 152 |
|
|
2017
Q1 | $276K | Sell |
2,664
-3
| -0.1% | -$311 | 0.13% | 155 |
|
|
2016
Q4 | $260K | Sell |
2,667
-68
| -2% | -$6.63K | 0.17% | 135 |
|
|
2016
Q3 | $266K | Hold |
2,735
| – | – | 0.14% | 155 |
|
|
2016
Q2 | $256K | Sell |
2,735
-65
| -2% | -$6.08K | 0.13% | 160 |
|
|
2016
Q1 | $258K | Buy |
2,800
+94
| +3% | +$8.66K | 0.14% | 158 |
|
|
2015
Q4 | $249K | Sell |
2,706
-71
| -3% | -$6.53K | 0.14% | 155 |
|
|
2015
Q3 | $246K | Buy |
+2,777
| New | +$246K | 0.15% | 154 |
|