R.M. Davis Inc’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
Q3 | $880K | Buy |
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|
2025
Q2 | $800K | Buy |
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|
2025
Q1 | $555K | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $469K | Hold |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $615K | Hold |
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|
2021
Q3 | $598K | Hold |
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|
2021
Q2 | $604K | Hold |
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|
2021
Q1 | $544K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $461K | Hold |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $326K | Hold |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $377K | Hold |
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|
2019
Q2 | $380K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $333K | Buy |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $325K | Hold |
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|
2018
Q1 | $316K | Buy |
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|
2017
Q4 | $299K | Hold |
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|
2017
Q3 | $281K | Buy |
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|
2017
Q2 | $246K | Hold |
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|
2017
Q1 | $237K | Buy |
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|
2016
Q4 | $211K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $238K | Buy |
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