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 |
|
|||||
|
2023
Q1 | $6.64M | Sell |
|
|||||
|
2022
Q4 | $6.6M | Sell |
|
|||||
|
2022
Q3 | $6.16M | Buy |
|
|||||
|
2022
Q2 | $6.05M | Sell |
|
|||||
|
2022
Q1 | $7.68M | Sell |
|
|||||
|
2021
Q4 | $9.1M | Sell |
|
|||||
|
2021
Q3 | $9.06M | Sell |
|
|||||
|
2021
Q2 | $9.21M | Sell |
|
|||||
|
2021
Q1 | $9M | Sell |
|
|||||
|
2020
Q4 | $9.26M | Sell |
|
|||||
|
2020
Q3 | $22.3M | Sell |
|
|||||
|
2020
Q2 | $27.3M | Buy |
|
|||||
|
2020
Q1 | $14.2M | Sell |
|
|||||
|
2019
Q4 | $35.5M | Buy |
|
|||||
|
2019
Q3 | $28.6M | Sell |
|
|||||
|
2019
Q2 | $31M | Sell |
|
|||||
|
2019
Q1 | $38.2M | Buy |
|
|||||
|
2018
Q4 | $23.8M | Sell |
|
|||||
|
2018
Q3 | $29M | Sell |
|
|||||
|
2018
Q2 | $42.5M | Sell |
|
|||||
|
2018
Q1 | $42.6M | Sell |
|
|||||
|
2017
Q4 | $43.1M | Buy |
|
|||||
|
2017
Q3 | $38M | Buy |
|
|||||
|
2017
Q2 | $29.3M | Buy |
|
|||||
|
2017
Q1 | $27.6M | Sell |
|
|||||
|
2016
Q4 | $26.4M | Sell |
|
|||||
|
2016
Q3 | $26.9M | Sell |
|
|||||
|
2016
Q2 | $26.9M | Sell |
|
|||||
|
2016
Q1 | $27.2M | Sell |
|
|||||
|
2015
Q4 | $37.1M | Buy |
|
|||||
|
2015
Q3 | $17.4M | Sell |
|
|||||
|
2015
Q2 | $31.9M | Sell |
|
|||||
|
2015
Q1 | $45.6M | Sell |
|
|||||
|
2014
Q4 | $47.1M | Buy |
|
|||||
|
2014
Q3 | $20.7M | Sell |
|
|||||
|
2014
Q2 | $21.6M | Sell |
|
|||||
|
2014
Q1 | $51.7M | Buy |
|
|||||
|
2013
Q4 | $49.9M | Buy |
|
|||||
|
2013
Q3 | $23.5M | Buy |
|
|||||
|
2013
Q2 | $21M | Buy |
|