PIA
Powell Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
54,074
+1,856
| +4% | +$257K | 2.81% | 8 |
|
|
2025
Q1 | $6.14M | Buy |
52,218
+2,499
| +5% | +$294K | 3.01% | 8 |
|
|
2024
Q4 | $6.3M | Buy |
49,719
+81
| +0.2% | +$10.3K | 2.92% | 10 |
|
|
2024
Q3 | $5.82M | Buy |
49,638
+2,110
| +4% | +$247K | 2.72% | 9 |
|
|
2024
Q2 | $5.24M | Buy |
47,528
+526
| +1% | +$58K | 2.72% | 10 |
|
|
2024
Q1 | $5.36M | Sell |
47,002
-1,282
| -3% | -$146K | 2.83% | 10 |
|
|
2023
Q4 | $5.04M | Buy |
48,284
+385
| +0.8% | +$40.2K | 2.79% | 9 |
|
|
2023
Q3 | $4.38M | Sell |
47,899
-117
| -0.2% | -$10.7K | 2.63% | 9 |
|
|
2023
Q2 | $4.64M | Sell |
48,016
-8,571
| -15% | -$828K | 2.71% | 9 |
|
|
2023
Q1 | $5.15M | Buy |
56,587
+358
| +0.6% | +$32.6K | 2.87% | 11 |
|
|
2022
Q4 | $4.7M | Sell |
56,229
-4,264
| -7% | -$356K | 2.73% | 11 |
|
|
2022
Q3 | $4.74M | Buy |
60,493
+3,849
| +7% | +$302K | 3.11% | 9 |
|
|
2022
Q2 | $4.49M | Buy |
56,644
+11,095
| +24% | +$879K | 2.72% | 11 |
|
|
2022
Q1 | $4.58M | Buy |
45,549
+9,256
| +26% | +$930K | 2.66% | 11 |
|
|
2021
Q4 | $4.18M | Buy |
36,293
+1,151
| +3% | +$133K | 2.38% | 12 |
|
|
2021
Q3 | $3.94M | Buy |
35,142
+1,395
| +4% | +$156K | 2.43% | 12 |
|
|
2021
Q2 | $3.82M | Buy |
33,747
+1,198
| +4% | +$136K | 2.35% | 12 |
|
|
2021
Q1 | $3.32M | Buy |
32,549
+1,077
| +3% | +$110K | 2.17% | 12 |
|
|
2020
Q4 | $3.23M | Buy |
31,472
+16,026
| +104% | +$1.65M | 2.46% | 10 |
|
|
2020
Q3 | $2.67M | Buy |
15,446
+68
| +0.4% | +$11.8K | 2.29% | 10 |
|
|
2020
Q2 | $2.43M | Buy |
15,378
+452
| +3% | +$71.5K | 2.35% | 9 |
|
|
2020
Q1 | $1.82M | Sell |
14,926
-133
| -0.9% | -$16.2K | 2.2% | 10 |
|
|
2019
Q4 | $2.3M | Buy |
+15,059
| New | +$2.3M | 2.4% | 9 |
|