Sequoia Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.82M | Buy |
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|
2025
Q2 | $2.34M | Sell |
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|
2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $1.95M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $343K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $279K | Buy |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $237K | Buy |
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