PSI Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-841
| Closed | -$106K | – | 847 |
|
|
2024
Q4 | $106K | Buy |
841
+1
| +0.1% | +$127 | 0.03% | 178 |
|
|
2024
Q3 | $98.5K | Buy |
840
+1
| +0.1% | +$117 | 0.03% | 195 |
|
|
2024
Q2 | $92.5K | Buy |
839
+2
| +0.2% | +$220 | 0.03% | 185 |
|
|
2024
Q1 | $95.6K | Hold |
837
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $87.4K | Buy |
837
+3
| +0.4% | +$313 | 0.03% | 202 |
|
|
2023
Q3 | $76.2K | Hold |
834
| – | – | 0.03% | 206 |
|
|
2023
Q2 | $80.6K | Buy |
834
+1
| +0.1% | +$97 | 0.04% | 193 |
|
|
2023
Q1 | $75.8K | Buy |
833
+1
| +0.1% | +$91 | 0.04% | 183 |
|
|
2022
Q4 | $69.5K | Buy |
832
+3
| +0.4% | +$251 | 0.04% | 182 |
|
|
2022
Q3 | $65K | Buy |
829
+2
| +0.2% | +$157 | 0.03% | 196 |
|
|
2022
Q2 | $66K | Buy |
827
+1
| +0.1% | +$80 | 0.03% | 216 |
|
|
2022
Q1 | $83K | Buy |
826
+1
| +0.1% | +$100 | 0.03% | 212 |
|
|
2021
Q4 | $95K | Buy |
825
+1
| +0.1% | +$115 | 0.04% | 209 |
|
|
2021
Q3 | $92K | Buy |
+824
| New | +$92K | 0.04% | 203 |
|
|
2020
Q1 | – | Sell |
-868
| Closed | -$66K | – | 343 |
|
|
2019
Q4 | $66K | Buy |
+868
| New | +$66K | 0.04% | 239 |
|