Plante Moran 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 | $27.7K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $23.5K | Hold |
200
| – | – | ﹤0.01% | 459 |
|
|
2024
Q4 | $25.4K | Hold |
200
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $23.5K | Sell |
200
-558
| -74% | -$65.4K | ﹤0.01% | 501 |
|
|
2024
Q2 | $83.6K | Buy |
758
+558
| +279% | +$61.6K | 0.01% | 270 |
|
|
2024
Q1 | $22.8K | Sell |
200
-45
| -18% | -$5.14K | ﹤0.01% | 485 |
|
|
2023
Q4 | $25.6K | Buy |
245
+45
| +23% | +$4.7K | ﹤0.01% | 414 |
|
|
2023
Q3 | $18.3K | Sell |
200
-16
| -7% | -$1.46K | ﹤0.01% | 446 |
|
|
2023
Q2 | $20.9K | Sell |
216
-2,184
| -91% | -$211K | ﹤0.01% | 434 |
|
|
2023
Q1 | $219K | Hold |
2,400
| – | – | 0.03% | 139 |
|
|
2022
Q4 | $201K | Sell |
2,400
-635
| -21% | -$53.1K | 0.03% | 155 |
|
|
2022
Q3 | $238K | Sell |
3,035
-640
| -17% | -$50.2K | 0.04% | 128 |
|
|
2022
Q2 | $291K | Buy |
3,675
+640
| +21% | +$50.7K | 0.05% | 119 |
|
|
2022
Q1 | $305K | Sell |
3,035
-514
| -14% | -$51.7K | 0.06% | 121 |
|
|
2021
Q4 | $409K | Hold |
3,549
| – | – | 0.07% | 104 |
|
|
2021
Q3 | $398K | Buy |
3,549
+89
| +3% | +$9.98K | 0.09% | 112 |
|
|
2021
Q2 | $392K | Buy |
3,460
+180
| +5% | +$20.4K | 0.1% | 103 |
|
|
2021
Q1 | $335K | Hold |
3,280
| – | – | 0.09% | 116 |
|
|
2020
Q4 | $337K | Hold |
3,280
| – | – | 0.1% | 117 |
|
|
2020
Q3 | $284K | Sell |
3,280
-286
| -8% | -$24.8K | 0.1% | 112 |
|
|
2020
Q2 | $282K | Sell |
3,566
-354
| -9% | -$28K | 0.11% | 99 |
|
|
2020
Q1 | $238K | Sell |
3,920
-274
| -7% | -$16.6K | 0.11% | 96 |
|
|
2019
Q4 | $320K | Buy |
4,194
+324
| +8% | +$24.7K | 0.11% | 114 |
|
|
2019
Q3 | $274K | Buy |
3,870
+460
| +13% | +$32.6K | 0.08% | 130 |
|
|
2019
Q2 | $243K | Hold |
3,410
| – | – | 0.07% | 125 |
|
|
2019
Q1 | $231K | Hold |
3,410
| – | – | 0.07% | 132 |
|
|
2018
Q4 | $194K | Sell |
3,410
-88
| -3% | -$5.01K | 0.07% | 135 |
|
|
2018
Q3 | $237K | Hold |
3,498
| – | – | 0.08% | 131 |
|
|
2018
Q2 | $222K | Sell |
3,498
-218
| -6% | -$13.8K | 0.11% | 146 |
|
|
2018
Q1 | $228K | Buy |
3,716
+218
| +6% | +$13.4K | 0.12% | 129 |
|
|
2017
Q4 | $211K | Hold |
3,498
| – | – | 0.12% | 133 |
|
|
2017
Q3 | $198K | Sell |
3,498
-58
| -2% | -$3.28K | 0.12% | 130 |
|
|
2017
Q2 | $192K | Buy |
3,556
+324
| +10% | +$17.5K | 0.12% | 125 |
|
|
2017
Q1 | $168K | Sell |
3,232
-200
| -6% | -$10.4K | 0.1% | 143 |
|
|
2016
Q4 | $167K | Buy |
3,432
+48
| +1% | +$2.34K | 0.1% | 142 |
|
|
2016
Q3 | $165K | Sell |
3,384
-300
| -8% | -$14.6K | 0.11% | 140 |
|
|
2016
Q2 | $172K | Hold |
3,684
| – | – | 0.12% | 128 |
|
|
2016
Q1 | $170K | Sell |
3,684
-2,486
| -40% | -$115K | 0.13% | 124 |
|
|
2015
Q4 | $284K | Hold |
6,170
| – | – | 0.21% | 82 |
|
|
2015
Q3 | $273K | Buy |
6,170
+2,078
| +51% | +$91.9K | 0.21% | 86 |
|
|
2015
Q2 | $198K | Sell |
4,092
-1,794
| -30% | -$86.8K | 0.14% | 113 |
|
|
2015
Q1 | $288K | Hold |
5,886
| – | – | 0.2% | 90 |
|
|
2014
Q4 | $274K | Buy |
5,886
+42
| +0.7% | +$1.96K | 0.2% | 83 |
|
|
2014
Q3 | $258K | Buy |
5,844
+2,838
| +94% | +$125K | 0.23% | 76 |
|
|
2014
Q2 | $135K | Hold |
3,006
| – | – | 0.12% | 117 |
|
|
2014
Q1 | $129K | Sell |
3,006
-720
| -19% | -$30.9K | 0.14% | 94 |
|
|
2013
Q4 | $157K | Buy |
3,726
+720
| +24% | +$30.3K | 0.09% | 107 |
|
|
2013
Q3 | $118K | Hold |
3,006
| – | – | 0.07% | 97 |
|
|
2013
Q2 | $108K | Buy |
+3,006
| New | +$108K | 0.08% | 95 |
|