Rehmann Capital Advisory Group’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
$2.01M Buy
14,504
+347
+2% +$48.1K 0.12% 123
2025
Q1
$1.66M Sell
14,157
-365
-3% -$42.9K 0.1% 145
2024
Q4
$1.84M Buy
14,522
+469
+3% +$59.4K 0.12% 137
2024
Q3
$1.65M Buy
14,053
+1
+0% +$117 0.11% 146
2024
Q2
$1.55M Buy
14,052
+1
+0% +$110 0.11% 146
2024
Q1
$1.6M Sell
14,051
-437
-3% -$49.9K 0.12% 139
2023
Q4
$1.51M Buy
14,488
+2,291
+19% +$239K 0.13% 132
2023
Q3
$1.11M Sell
12,197
-1,011
-8% -$92.4K 0.1% 154
2023
Q2
$1.28M Buy
13,208
+1,452
+12% +$140K 0.11% 146
2023
Q1
$1.07M Buy
11,756
+873
+8% +$79.5K 0.1% 174
2022
Q4
$910K Buy
10,883
+5,120
+89% +$428K 0.09% 189
2022
Q3
$452K Sell
5,763
-946
-14% -$74.2K 0.05% 302
2022
Q2
$532K Buy
6,709
+1,518
+29% +$120K 0.06% 270
2022
Q1
$522K Buy
5,191
+218
+4% +$21.9K 0.05% 306
2021
Q4
$573K Buy
4,973
+2
+0% +$230 0.05% 290
2021
Q3
$557K Buy
4,971
+1
+0% +$112 0.05% 300
2021
Q2
$563K Buy
4,970
+1
+0% +$113 0.05% 285
2021
Q1
$507K Buy
4,969
+29
+0.6% +$2.96K 0.05% 288
2020
Q4
$507K Buy
4,940
+2
+0% +$205 0.06% 263
2020
Q3
$427K Buy
4,938
+2
+0% +$173 0.05% 271
2020
Q2
$390K Buy
4,936
+4
+0.1% +$316 0.05% 281
2020
Q1
$300K Buy
+4,932
New +$300K 0.05% 283
2019
Q3
Sell
-4,364
Closed -$311K 1919
2019
Q2
$311K Buy
4,364
+1,080
+33% +$77K 0.04% 345
2019
Q1
$223K Buy
+3,284
New +$223K 0.03% 385
2018
Q4
Sell
-3,670
Closed -$249K 1995
2018
Q3
$249K Sell
3,670
-160
-4% -$10.9K 0.03% 347
2018
Q2
$243K Sell
3,830
-2,040
-35% -$129K 0.04% 327
2018
Q1
$361K Buy
5,870
+256
+5% +$15.7K 0.06% 244
2017
Q4
$339K Buy
5,614
+1,094
+24% +$66.1K 0.06% 256
2017
Q3
$256K Buy
4,520
+490
+12% +$27.8K 0.05% 303
2017
Q2
$218K Sell
4,030
-54
-1% -$2.92K 0.04% 332
2017
Q1
$212K Buy
+4,084
New +$212K 0.04% 363