Powell Investment 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
Q2 | $7.5M | Buy |
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2025
Q1 | $6.14M | Buy |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $5.82M | Buy |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $5.36M | Sell |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.38M | Sell |
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|
2023
Q2 | $4.64M | Sell |
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|
2023
Q1 | $5.15M | Buy |
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|
2022
Q4 | $4.7M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $4.49M | Buy |
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|
2022
Q1 | $4.58M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.94M | Buy |
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|
2021
Q2 | $3.82M | Buy |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $3.23M | Buy |
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|
2020
Q3 | $2.67M | Buy |
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|
2020
Q2 | $2.43M | Buy |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.3M | Buy |
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