Regal Investment 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 | $405K | Sell |
2,921
-72
| -2% | -$9.99K | 0.03% | 371 |
|
|
2025
Q1 | $352K | Sell |
2,993
-50
| -2% | -$5.87K | 0.03% | 373 |
|
|
2024
Q4 | $386K | Buy |
3,043
+1
| +0% | +$127 | 0.03% | 365 |
|
|
2024
Q3 | $357K | Sell |
3,042
-809
| -21% | -$94.9K | 0.03% | 410 |
|
|
2024
Q2 | $425K | Sell |
3,851
-3,884
| -50% | -$429K | 0.03% | 380 |
|
|
2024
Q1 | $883K | Sell |
7,735
-5,155
| -40% | -$588K | 0.06% | 260 |
|
|
2023
Q4 | $1.35M | Buy |
12,890
+9,198
| +249% | +$961K | 0.1% | 194 |
|
|
2023
Q3 | $337K | Sell |
3,692
-118
| -3% | -$10.8K | 0.03% | 367 |
|
|
2023
Q2 | $368K | Buy |
3,810
+1
| +0% | +$97 | 0.03% | 351 |
|
|
2023
Q1 | $347K | Buy |
3,809
+2
| +0.1% | +$182 | 0.03% | 355 |
|
|
2022
Q4 | $318K | Buy |
3,807
+3
| +0.1% | +$251 | 0.03% | 365 |
|
|
2022
Q3 | $298K | Buy |
3,804
+2
| +0.1% | +$157 | 0.03% | 369 |
|
|
2022
Q2 | $301K | Buy |
3,802
+2
| +0.1% | +$158 | 0.03% | 372 |
|
|
2022
Q1 | $382K | Sell |
3,800
-10,572
| -74% | -$1.06M | 0.04% | 354 |
|
|
2021
Q4 | $1.66M | Buy |
14,372
+11,218
| +356% | +$1.29M | 0.15% | 146 |
|
|
2021
Q3 | $353K | Buy |
3,154
+42
| +1% | +$4.7K | 0.03% | 388 |
|
|
2021
Q2 | $352K | Buy |
+3,112
| New | +$352K | 0.04% | 380 |
|
|
2021
Q1 | – | Sell |
-7,652
| Closed | -$786K | – | 230 |
|
|
2020
Q4 | $786K | Buy |
+7,652
| New | +$786K | 0.09% | 210 |
|
|
2020
Q3 | – | Sell |
-8,032
| Closed | -$635K | – | 133 |
|
|
2020
Q2 | $635K | Buy |
+8,032
| New | +$635K | 0.12% | 164 |
|
|
2017
Q3 | – | Sell |
-8,396
| Closed | -$454K | – | 287 |
|
|
2017
Q2 | $454K | Buy |
+8,396
| New | +$454K | 0.11% | 174 |
|
|
2016
Q4 | – | Sell |
-6,068
| Closed | -$295K | – | 265 |
|
|
2016
Q3 | $295K | Sell |
6,068
-480
| -7% | -$23.3K | 0.08% | 210 |
|
|
2016
Q2 | $306K | Sell |
6,548
-2,300
| -26% | -$107K | 0.08% | 198 |
|
|
2016
Q1 | $408K | Buy |
+8,848
| New | +$408K | 0.11% | 165 |
|
|
2015
Q4 | – | Sell |
-3,614
| Closed | -$160K | – | 581 |
|
|
2015
Q3 | $160K | Sell |
3,614
-2,168
| -37% | -$96K | 0.04% | 276 |
|
|
2015
Q2 | $279K | Sell |
5,782
-440
| -7% | -$21.2K | 0.08% | 197 |
|
|
2015
Q1 | $305K | Buy |
6,222
+2,512
| +68% | +$123K | 0.08% | 199 |
|
|
2014
Q4 | $173K | Sell |
3,710
-454
| -11% | -$21.2K | 0.05% | 244 |
|
|
2014
Q3 | $184K | Sell |
4,164
-108
| -3% | -$4.77K | 0.06% | 228 |
|
|
2014
Q2 | $191K | Buy |
4,272
+164
| +4% | +$7.33K | 0.07% | 207 |
|
|
2014
Q1 | $176K | Buy |
4,108
+2,246
| +121% | +$96.2K | 0.07% | 195 |
|
|
2013
Q4 | $79K | Sell |
1,862
-822
| -31% | -$34.9K | 0.05% | 234 |
|
|
2013
Q3 | $105K | Sell |
2,684
-1,652
| -38% | -$64.6K | 0.06% | 231 |
|
|
2013
Q2 | $156K | Buy |
+4,336
| New | +$156K | 0.09% | 182 |
|