Sax Wealth 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 | $1.58M | Buy |
11,382
+318
| +3% | +$44.1K | 0.1% | 118 |
|
|
2025
Q1 | $1.3M | Buy |
11,064
+394
| +4% | +$46.3K | 0.09% | 119 |
|
|
2024
Q4 | $1.35M | Sell |
10,670
-121
| -1% | -$15.3K | 0.11% | 96 |
|
|
2024
Q3 | $1.27M | Sell |
10,791
-475
| -4% | -$55.7K | 0.11% | 76 |
|
|
2024
Q2 | $1.24M | Sell |
11,266
-205
| -2% | -$22.6K | 0.12% | 80 |
|
|
2024
Q1 | $1.31M | Buy |
11,471
+8
| +0.1% | +$913 | 0.15% | 59 |
|
|
2023
Q4 | $1.2M | Sell |
11,463
-555
| -5% | -$58K | 0.2% | 62 |
|
|
2023
Q3 | $1.1M | Sell |
12,018
-1,202
| -9% | -$110K | 0.22% | 64 |
|
|
2023
Q2 | $1.28M | Sell |
13,220
-1,108
| -8% | -$107K | 0.25% | 56 |
|
|
2023
Q1 | $1.3M | Sell |
14,328
-494
| -3% | -$45K | 0.28% | 54 |
|
|
2022
Q4 | $1.24M | Sell |
14,822
-1,267
| -8% | -$106K | 0.29% | 54 |
|
|
2022
Q3 | $1.26M | Sell |
16,089
-453
| -3% | -$35.5K | 0.32% | 53 |
|
|
2022
Q2 | $1.31M | Buy |
16,542
+318
| +2% | +$25.2K | 0.33% | 51 |
|
|
2022
Q1 | $1.63M | Buy |
16,224
+5,829
| +56% | +$586K | 0.39% | 43 |
|
|
2021
Q4 | $1.2M | Buy |
10,395
+278
| +3% | +$32K | 0.25% | 58 |
|
|
2021
Q3 | $1.13M | Buy |
10,117
+970
| +11% | +$109K | 0.27% | 58 |
|
|
2021
Q2 | $1.04M | Buy |
9,147
+427
| +5% | +$48.3K | 0.36% | 53 |
|
|
2021
Q1 | $890K | Buy |
8,720
+6,536
| +299% | +$667K | 0.33% | 59 |
|
|
2020
Q4 | $224K | Buy |
+2,184
| New | +$224K | 0.1% | 116 |
|