Petra Financial Advisors’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 | $9.79M | Buy |
70,570
+14,046
| +25% | +$1.95M | 6.21% | 2 |
|
|
2025
Q1 | $6.64M | Sell |
56,524
-823
| -1% | -$96.7K | 5.44% | 4 |
|
|
2024
Q4 | $7.27M | Buy |
57,347
+1,252
| +2% | +$159K | 4.94% | 2 |
|
|
2024
Q3 | $6.58M | Buy |
56,095
+981
| +2% | +$115K | 4.34% | 2 |
|
|
2024
Q2 | $6.08M | Buy |
55,114
+2,183
| +4% | +$241K | 4.37% | 1 |
|
|
2024
Q1 | $6.04M | Sell |
52,931
-451
| -0.8% | -$51.5K | 4.44% | 2 |
|
|
2023
Q4 | $5.58M | Buy |
53,382
+4,869
| +10% | +$509K | 4.66% | 2 |
|
|
2023
Q3 | $4.43M | Buy |
+48,513
| New | +$4.43M | 3.7% | 2 |
|