Pure Financial 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
Q2 | $831K | Buy |
5,989
+1,599
| +36% | +$222K | 0.01% | 224 |
|
|
2025
Q1 | $516K | Sell |
4,390
-419
| -9% | -$49.2K | 0.01% | 232 |
|
|
2024
Q4 | $610K | Buy |
4,809
+207
| +4% | +$26.2K | 0.01% | 195 |
|
|
2024
Q3 | $540K | Buy |
4,602
+61
| +1% | +$7.16K | 0.01% | 207 |
|
|
2024
Q2 | $501K | Sell |
4,541
-32
| -0.7% | -$3.53K | 0.01% | 201 |
|
|
2024
Q1 | $522K | Buy |
4,573
+864
| +23% | +$98.6K | 0.02% | 193 |
|
|
2023
Q4 | $387K | Sell |
3,709
-68
| -2% | -$7.1K | 0.01% | 214 |
|
|
2023
Q3 | $345K | Buy |
3,777
+805
| +27% | +$73.5K | 0.01% | 201 |
|
|
2023
Q2 | $287K | Hold |
2,972
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $271K | Sell |
2,972
-173
| -6% | -$15.7K | 0.01% | 214 |
|
|
2022
Q4 | $263K | Buy |
3,145
+6
| +0.2% | +$502 | 0.01% | 204 |
|
|
2022
Q3 | $246K | Sell |
3,139
-2,911
| -48% | -$228K | 0.01% | 200 |
|
|
2022
Q2 | $479K | Buy |
6,050
+3,318
| +121% | +$263K | 0.03% | 159 |
|
|
2022
Q1 | $275K | Sell |
2,732
-165
| -6% | -$16.6K | 0.01% | 190 |
|
|
2021
Q4 | $334K | Buy |
2,897
+59
| +2% | +$6.8K | 0.02% | 159 |
|
|
2021
Q3 | $318K | Sell |
2,838
-82
| -3% | -$9.19K | 0.02% | 147 |
|
|
2021
Q2 | $331K | Sell |
2,920
-41
| -1% | -$4.65K | 0.03% | 145 |
|
|
2021
Q1 | $302K | Sell |
2,961
-210
| -7% | -$21.4K | 0.03% | 144 |
|
|
2020
Q4 | $326K | Sell |
3,171
-209
| -6% | -$21.5K | 0.04% | 137 |
|
|
2020
Q3 | $292K | Sell |
3,380
-560
| -14% | -$48.4K | 0.04% | 126 |
|
|
2020
Q2 | $311K | Sell |
3,940
-404
| -9% | -$31.9K | 0.05% | 111 |
|
|
2020
Q1 | $264K | Sell |
4,344
-148
| -3% | -$8.99K | 0.04% | 113 |
|
|
2019
Q4 | $343K | Sell |
4,492
-146
| -3% | -$11.1K | 0.06% | 109 |
|
|
2019
Q3 | $328K | Sell |
4,638
-24
| -0.5% | -$1.7K | 0.06% | 105 |
|
|
2019
Q2 | $332K | Sell |
4,662
-82
| -2% | -$5.84K | 0.06% | 107 |
|
|
2019
Q1 | $322K | Sell |
4,744
-96
| -2% | -$6.52K | 0.06% | 111 |
|
|
2018
Q4 | $275K | Sell |
4,840
-314
| -6% | -$17.8K | 0.06% | 121 |
|
|
2018
Q3 | $349K | Buy |
+5,154
| New | +$349K | 0.08% | 106 |
|
|
2017
Q4 | – | Sell |
-8,714
| Closed | -$493K | – | 53 |
|
|
2017
Q3 | $493K | Sell |
8,714
-192
| -2% | -$10.9K | 0.13% | 72 |
|
|
2017
Q2 | $481K | Sell |
8,906
-278
| -3% | -$15K | 0.13% | 72 |
|
|
2017
Q1 | $477K | Sell |
9,184
-306
| -3% | -$15.9K | 0.14% | 67 |
|
|
2016
Q4 | $462K | Sell |
9,490
-576
| -6% | -$28K | 0.14% | 63 |
|
|
2016
Q3 | $490K | Sell |
10,066
-318
| -3% | -$15.5K | 0.16% | 59 |
|
|
2016
Q2 | $486K | Buy |
10,384
+24
| +0.2% | +$1.12K | 0.17% | 54 |
|
|
2016
Q1 | $480K | Sell |
10,360
-330
| -3% | -$15.3K | 0.17% | 52 |
|
|
2015
Q4 | $491K | Sell |
10,690
-760
| -7% | -$34.9K | 0.21% | 44 |
|
|
2015
Q3 | $507K | Buy |
11,450
+2,234
| +24% | +$98.9K | 0.24% | 37 |
|
|
2015
Q2 | $446K | Sell |
9,216
-462
| -5% | -$22.4K | 0.22% | 43 |
|
|
2015
Q1 | $474K | Sell |
9,678
-1,290
| -12% | -$63.2K | 0.16% | 34 |
|
|
2014
Q4 | $511K | Buy |
10,968
+482
| +5% | +$22.5K | 0.18% | 33 |
|
|
2014
Q3 | $463K | Sell |
10,486
-4,620
| -31% | -$204K | 0.17% | 34 |
|
|
2014
Q2 | $676K | Sell |
15,106
-1,426
| -9% | -$63.8K | 0.25% | 29 |
|
|
2014
Q1 | $702K | Sell |
16,532
-1,908
| -10% | -$81K | 0.29% | 28 |
|
|
2013
Q4 | $778K | Sell |
18,440
-1,662
| -8% | -$70.1K | 0.34% | 26 |
|
|
2013
Q3 | $786K | Sell |
20,102
-1,720
| -8% | -$67.3K | 0.38% | 26 |
|
|
2013
Q2 | $783K | Buy |
+21,822
| New | +$783K | 0.42% | 25 |
|