RTD Financial 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 | $29.9M | Sell |
215,586
-53,702
| -20% | -$7.45M | 3.83% | 7 |
|
|
2025
Q1 | $31.6M | Sell |
269,288
-44,903
| -14% | -$5.28M | 4.25% | 6 |
|
|
2024
Q4 | $39.8M | Sell |
314,191
-10,291
| -3% | -$1.3M | 5.11% | 5 |
|
|
2024
Q3 | $38.1M | Buy |
324,482
+15,458
| +5% | +$1.81M | 4.82% | 4 |
|
|
2024
Q2 | $34.1M | Buy |
309,024
+13,299
| +4% | +$1.47M | 4.59% | 6 |
|
|
2024
Q1 | $33.8M | Buy |
295,725
+11,294
| +4% | +$1.29M | 4.54% | 6 |
|
|
2023
Q4 | $29.7M | Sell |
284,431
-2,458
| -0.9% | -$257K | 4.17% | 6 |
|
|
2023
Q3 | $26.2M | Sell |
286,889
-6,248
| -2% | -$571K | 4% | 6 |
|
|
2023
Q2 | $28.3M | Buy |
293,137
+3,953
| +1% | +$382K | 4.12% | 6 |
|
|
2023
Q1 | $26.3M | Buy |
289,184
+10,808
| +4% | +$984K | 4.07% | 6 |
|
|
2022
Q4 | $23.3M | Buy |
278,376
+7,887
| +3% | +$659K | 3.79% | 7 |
|
|
2022
Q3 | $21.2M | Buy |
270,489
+916
| +0.3% | +$71.8K | 3.91% | 8 |
|
|
2022
Q2 | $21.4M | Buy |
269,573
+24,453
| +10% | +$1.94M | 3.28% | 9 |
|
|
2022
Q1 | $24.6M | Sell |
245,120
-5,771
| -2% | -$580K | 3.32% | 8 |
|
|
2021
Q4 | $28.9M | Buy |
+250,891
| New | +$28.9M | 3.79% | 6 |
|