Salem Investment Counselors’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 | $232K | Hold |
1,670
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $196K | Hold |
1,670
| – | – | 0.01% | 358 |
|
|
2024
Q4 | $212K | Hold |
1,670
| – | – | 0.01% | 359 |
|
|
2024
Q3 | $196K | Hold |
1,670
| – | – | 0.01% | 375 |
|
|
2024
Q2 | $184K | Hold |
1,670
| – | – | 0.01% | 368 |
|
|
2024
Q1 | $191K | Hold |
1,670
| – | – | 0.01% | 365 |
|
|
2023
Q4 | $174K | Hold |
1,670
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $153K | Hold |
1,670
| – | – | 0.01% | 367 |
|
|
2023
Q2 | $161K | Hold |
1,670
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $152K | Sell |
1,670
-120
| -7% | -$10.9K | 0.01% | 370 |
|
|
2022
Q4 | $150K | Hold |
1,790
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $140K | Hold |
1,790
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $142K | Hold |
1,790
| – | – | 0.01% | 377 |
|
|
2022
Q1 | $180K | Sell |
1,790
-574
| -24% | -$57.7K | 0.01% | 350 |
|
|
2021
Q4 | $272K | Sell |
2,364
-121
| -5% | -$13.9K | 0.01% | 333 |
|
|
2021
Q3 | $278K | Buy |
2,485
+595
| +31% | +$66.6K | 0.02% | 299 |
|
|
2021
Q2 | $214K | Sell |
1,890
-62
| -3% | -$7.02K | 0.01% | 319 |
|
|
2021
Q1 | $199K | Hold |
1,952
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $200K | Buy |
1,952
+532
| +37% | +$54.5K | 0.01% | 270 |
|
|
2020
Q3 | $123K | Buy |
1,420
+600
| +73% | +$52K | 0.01% | 284 |
|
|
2020
Q2 | $65K | Sell |
820
-94
| -10% | -$7.45K | 0.01% | 344 |
|
|
2020
Q1 | $56K | Hold |
914
| – | – | 0.01% | 335 |
|
|
2019
Q4 | $70K | Hold |
914
| – | – | 0.01% | 343 |
|
|
2019
Q3 | $65K | Buy |
914
+94
| +11% | +$6.69K | 0.01% | 337 |
|
|
2019
Q2 | $58K | Buy |
+820
| New | +$58K | 0.01% | 355 |
|
|
2017
Q2 | – | Sell |
-720
| Closed | -$37K | – | 701 |
|
|
2017
Q1 | $37K | Buy |
720
+400
| +125% | +$20.6K | ﹤0.01% | 411 |
|
|
2016
Q4 | $16K | Sell |
320
-1,450
| -82% | -$72.5K | ﹤0.01% | 457 |
|
|
2016
Q3 | $862 | Buy |
+1,770
| New | +$862 | 0.01% | 276 |
|