Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-72,911
| Closed | -$6.64M | – | 171 |
|
|
2023
Q1 | $6.64M | Sell |
72,911
-2,793
| -4% | -$249K | 0.49% | 68 |
|
|
2022
Q4 | $6.6M | Sell |
75,704
-1,711
| -2% | -$144K | 0.49% | 69 |
|
|
2022
Q3 | $6.16M | Buy |
77,415
+1,044
| +1% | +$89.9K | 0.51% | 62 |
|
|
2022
Q2 | $6.05M | Sell |
76,371
-1,505
| -2% | -$131K | 0.48% | 52 |
|
|
2022
Q1 | $7.68M | Sell |
77,876
-1,087
| -1% | -$108K | 0.51% | 64 |
|
|
2021
Q4 | $9.1M | Sell |
78,963
-670
| -0.8% | -$78.1K | 0.52% | 63 |
|
|
2021
Q3 | $9.06M | Sell |
79,633
-1,716
| -2% | -$197K | 0.54% | 60 |
|
|
2021
Q2 | $9.21M | Sell |
81,349
-3,265
| -4% | -$349K | 0.55% | 54 |
|
|
2021
Q1 | $9M | Sell |
84,614
-8,224
| -9% | -$860K | 0.58% | 57 |
|
|
2020
Q4 | $9.26M | Sell |
92,838
-159,174
| -63% | -$15.1M | 0.69% | 47 |
|
|
2020
Q3 | $22.3M | Sell |
252,012
-89,974
| -26% | -$7.59M | 2.1% | 11 |
|
|
2020
Q2 | $27.3M | Buy |
341,986
+107,974
| +46% | +$7.83M | 2.16% | 8 |
|
|
2020
Q1 | $14.2M | Sell |
234,012
-212,516
| -48% | -$15.5M | 1.55% | 25 |
|
|
2019
Q4 | $35.5M | Buy |
446,528
+30,180
| +7% | +$2.21M | 2.37% | 6 |
|
|
2019
Q3 | $28.6M | Sell |
416,348
-14,196
| -3% | -$1.02M | 2.34% | 11 |
|
|
2019
Q2 | $31M | Sell |
430,544
-125,662
| -23% | -$8.74M | 2.35% | 6 |
|
|
2019
Q1 | $38.2M | Buy |
556,206
+137,294
| +33% | +$8.81M | 2.87% | 4 |
|
|
2018
Q4 | $23.8M | Sell |
418,912
-8,402
| -2% | -$511K | 2.24% | 13 |
|
|
2018
Q3 | $29M | Sell |
427,314
-264,332
| -38% | -$17.6M | 2% | 13 |
|
|
2018
Q2 | $42.5M | Sell |
691,646
-1,694
| -0.2% | -$107K | 3.59% | 1 |
|
|
2018
Q1 | $42.6M | Sell |
693,340
-20,426
| -3% | -$1.28M | 3.48% | 1 |
|
|
2017
Q4 | $43.1M | Buy |
713,766
+41,840
| +6% | +$2.46M | 3.53% | 1 |
|
|
2017
Q3 | $38M | Buy |
671,926
+130,294
| +24% | +$7.15M | 3.35% | 2 |
|
|
2017
Q2 | $29.3M | Buy |
541,632
+9,940
| +2% | +$529K | 3.33% | 4 |
|
|
2017
Q1 | $27.6M | Sell |
531,692
-10,456
| -2% | -$534K | 3.01% | 4 |
|
|
2016
Q4 | $26.4M | Sell |
542,148
-9,612
| -2% | -$463K | 3.06% | 5 |
|
|
2016
Q3 | $26.9M | Sell |
551,760
-22,934
| -4% | -$1.11M | 3.21% | 5 |
|
|
2016
Q2 | $26.9M | Sell |
574,694
-16,436
| -3% | -$760K | 4.18% | 5 |
|
|
2016
Q1 | $27.2M | Sell |
591,130
-215,648
| -27% | -$9.31M | 4.26% | 4 |
|
|
2015
Q4 | $37.1M | Buy |
806,778
+413,702
| +105% | +$19.2M | 5.99% | 1 |
|
|
2015
Q3 | $17.4M | Sell |
393,076
-264,998
| -40% | -$12.6M | 3.56% | 8 |
|
|
2015
Q2 | $31.9M | Sell |
658,074
-272,226
| -29% | -$13.4M | 6.33% | 1 |
|
|
2015
Q1 | $45.6M | Sell |
930,300
-80,898
| -8% | -$3.86M | 8.28% | 1 |
|
|
2014
Q4 | $47.1M | Buy |
1,011,198
+542,824
| +116% | +$24.5M | 9.69% | 1 |
|
|
2014
Q3 | $20.7M | Sell |
468,374
-14,768
| -3% | -$659K | 4.64% | 8 |
|
|
2014
Q2 | $21.6M | Sell |
483,142
-722,720
| -60% | -$31.1M | 4.82% | 4 |
|
|
2014
Q1 | $51.7M | Buy |
1,205,862
+23,140
| +2% | +$985K | 12.11% | 1 |
|
|
2013
Q4 | $49.9M | Buy |
1,182,722
+581,860
| +97% | +$23.5M | 12.27% | 1 |
|
|
2013
Q3 | $23.5M | Buy |
600,862
+14,998
| +3% | +$572K | 7.3% | 3 |
|
|
2013
Q2 | $21M | Buy |
+585,864
| New | +$20.9M | 8.44% | 4 |
|
Other funds holding IWP
TF
Polaris Wealth Advisory Group's IWP Position: Q2 2023 in Review
Polaris Wealth Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2023, closing a stake of 72,911 shares — an estimated $6.64M sold.
Polaris Wealth Advisory Group first reported a position in IWP in Q2 2013 and held it in 40 quarters. The position peaked at $51.7M in Q1 2014. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.
- Polaris Wealth Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
- Polaris Wealth Advisory Group sold 72,911 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $6.64M.
- Polaris Wealth Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 40 quarters.
- Polaris Wealth Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $51.7M in Q1 2014.
- 917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.