Regal 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 | $405K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $357K | Sell |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $786K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $635K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $454K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $295K | Sell |
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|
2016
Q2 | $306K | Sell |
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|
2016
Q1 | $408K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $160K | Sell |
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|
2015
Q2 | $279K | Sell |
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|
2015
Q1 | $305K | Buy |
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|
2014
Q4 | $173K | Sell |
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|
2014
Q3 | $184K | Sell |
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|
2014
Q2 | $191K | Buy |
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|
2014
Q1 | $176K | Buy |
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|
2013
Q4 | $79K | Sell |
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|
2013
Q3 | $105K | Sell |
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|
2013
Q2 | $156K | Buy |
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