OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $705K | Sell |
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|
2025
Q2 | $758K | Buy |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $726K | Buy |
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|
2024
Q3 | $626K | Buy |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $207K | Hold |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $219K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $20K | Buy |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Buy |
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