Plante Moran Financial 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 | $28.5K | Hold |
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|
2025
Q2 | $27.7K | Hold |
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|
2025
Q1 | $23.5K | Hold |
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|
2024
Q4 | $25.4K | Hold |
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|
2024
Q3 | $23.5K | Sell |
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|
2024
Q2 | $83.6K | Buy |
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|
2024
Q1 | $22.8K | Sell |
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|
2023
Q4 | $25.6K | Buy |
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|
2023
Q3 | $18.3K | Sell |
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|
2023
Q2 | $20.9K | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $284K | Sell |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $238K | Sell |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $194K | Sell |
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|
2018
Q3 | $237K | Hold |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $228K | Buy |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $198K | Sell |
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|
2017
Q2 | $192K | Buy |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $167K | Buy |
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|
2016
Q3 | $165K | Sell |
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|
2016
Q2 | $172K | Hold |
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|
2016
Q1 | $170K | Sell |
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|
2015
Q4 | $284K | Hold |
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|
2015
Q3 | $273K | Buy |
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|
2015
Q2 | $198K | Sell |
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|
2015
Q1 | $288K | Hold |
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|
2014
Q4 | $274K | Buy |
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|
2014
Q3 | $258K | Buy |
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|
2014
Q2 | $135K | Hold |
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|
2014
Q1 | $129K | Sell |
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|
2013
Q4 | $157K | Buy |
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|
2013
Q3 | $118K | Hold |
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|
2013
Q2 | $108K | Buy |
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