RIS
Retirement Income Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Hold |
5,417
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $636K | Hold |
5,417
| – | – | 0.13% | 61 |
|
|
2024
Q4 | $687K | Hold |
5,417
| – | – | 0.14% | 57 |
|
|
2024
Q3 | $635K | Hold |
5,417
| – | – | 0.15% | 64 |
|
|
2024
Q2 | $598K | Sell |
5,417
-489
| -8% | -$54K | 0.14% | 66 |
|
|
2024
Q1 | $674K | Hold |
5,906
| – | – | 0.15% | 67 |
|
|
2023
Q4 | $617K | Sell |
5,906
-66
| -1% | -$6.89K | 0.15% | 63 |
|
|
2023
Q3 | $546K | Hold |
5,972
| – | – | 0.15% | 66 |
|
|
2023
Q2 | $577K | Hold |
5,972
| – | – | 0.15% | 69 |
|
|
2023
Q1 | $544K | Sell |
5,972
-131
| -2% | -$11.9K | 0.16% | 71 |
|
|
2022
Q4 | $510K | Sell |
6,103
-694
| -10% | -$58K | 0.16% | 70 |
|
|
2022
Q3 | $538K | Hold |
6,797
| – | – | 0.19% | 54 |
|
|
2022
Q2 | $538K | Buy |
6,797
+888
| +15% | +$70.3K | 0.19% | 58 |
|
|
2022
Q1 | $594K | Hold |
5,909
| – | – | 0.16% | 52 |
|
|
2021
Q4 | $681K | Buy |
5,909
+286
| +5% | +$33K | 0.18% | 49 |
|
|
2021
Q3 | $630K | Hold |
5,623
| – | – | 0.21% | 51 |
|
|
2021
Q2 | $637K | Sell |
5,623
-183
| -3% | -$20.7K | 0.22% | 50 |
|
|
2021
Q1 | $593K | Hold |
5,806
| – | – | 0.2% | 53 |
|
|
2020
Q4 | $596K | Buy |
5,806
+2,903
| +100% | +$298K | 0.22% | 55 |
|
|
2020
Q3 | $502K | Sell |
2,903
-252
| -8% | -$43.6K | 0.22% | 54 |
|
|
2020
Q2 | $499K | Buy |
3,155
+298
| +10% | +$47.1K | 0.21% | 54 |
|
|
2020
Q1 | $347K | Hold |
2,857
| – | – | 0.19% | 53 |
|
|
2019
Q4 | $436K | Hold |
2,857
| – | – | 0.18% | 53 |
|
|
2019
Q3 | $404K | Sell |
2,857
-59
| -2% | -$8.34K | 0.22% | 49 |
|
|
2019
Q2 | $416K | Buy |
2,916
+638
| +28% | +$91K | 0.22% | 46 |
|
|
2019
Q1 | $309K | Hold |
2,278
| – | – | 0.18% | 54 |
|
|
2018
Q4 | $259K | Hold |
2,278
| – | – | 0.17% | 54 |
|
|
2018
Q3 | $309K | Hold |
2,278
| – | – | 0.17% | 52 |
|
|
2018
Q2 | $289K | Hold |
2,278
| – | – | 0.18% | 53 |
|
|
2018
Q1 | $280K | Buy |
2,278
+153
| +7% | +$18.8K | 0.17% | 50 |
|
|
2017
Q4 | $256K | Buy |
+2,125
| New | +$256K | 0.15% | 61 |
|