Sequoia 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 | $2.34M | Sell |
16,896
-42
| -0.2% | -$5.83K | 0.02% | 431 |
|
|
2025
Q1 | $1.99M | Buy |
16,938
+535
| +3% | +$62.9K | 0.02% | 438 |
|
|
2024
Q4 | $2.08M | Sell |
16,403
-212
| -1% | -$26.9K | 0.02% | 394 |
|
|
2024
Q3 | $1.95M | Sell |
16,615
-546
| -3% | -$64K | 0.02% | 381 |
|
|
2024
Q2 | $1.89M | Sell |
17,161
-675
| -4% | -$74.5K | 0.02% | 336 |
|
|
2024
Q1 | $2.04M | Sell |
17,836
-9,305
| -34% | -$1.06M | 0.03% | 320 |
|
|
2023
Q4 | $2.84M | Buy |
27,141
+7,991
| +42% | +$835K | 0.04% | 288 |
|
|
2023
Q3 | $1.75M | Sell |
19,150
-970
| -5% | -$88.6K | 0.03% | 244 |
|
|
2023
Q2 | $1.94M | Sell |
20,120
-2,060
| -9% | -$199K | 0.03% | 243 |
|
|
2023
Q1 | $2.02M | Sell |
22,180
-787
| -3% | -$71.7K | 0.04% | 216 |
|
|
2022
Q4 | $1.92M | Buy |
22,967
+19,778
| +620% | +$1.65M | 0.05% | 207 |
|
|
2022
Q3 | $250K | Buy |
3,189
+200
| +7% | +$15.7K | 0.01% | 441 |
|
|
2022
Q2 | $237K | Buy |
2,989
+15
| +0.5% | +$1.19K | 0.01% | 506 |
|
|
2022
Q1 | $299K | Hold |
2,974
| – | – | 0.01% | 501 |
|
|
2021
Q4 | $343K | Buy |
+2,974
| New | +$343K | 0.01% | 409 |
|
|
2021
Q3 | – | Sell |
-2,729
| Closed | -$309K | – | 355 |
|
|
2021
Q2 | $309K | Hold |
2,729
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $279K | Buy |
2,729
+19
| +0.7% | +$1.94K | 0.01% | 353 |
|
|
2020
Q4 | $278K | Sell |
2,710
-34
| -1% | -$3.49K | 0.01% | 333 |
|
|
2020
Q3 | $237K | Buy |
+2,744
| New | +$237K | 0.01% | 342 |
|