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 |
|