Sierra Capital’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 | $2.52M | Sell |
18,140
-451
| -2% | -$62.6K | 0.29% | 78 |
|
2025
Q1 | $2.18M | Buy |
18,591
+2
| +0% | +$235 | 0.26% | 82 |
|
2024
Q4 | $2.36M | Buy |
18,589
+2
| +0% | +$253 | 0.28% | 79 |
|
2024
Q3 | $2.18M | Buy |
18,587
+3
| +0% | +$352 | 0.26% | 85 |
|
2024
Q2 | $2.05M | Sell |
18,584
-1,135
| -6% | -$125K | 0.27% | 81 |
|
2024
Q1 | $2.25M | Sell |
19,719
-58
| -0.3% | -$6.62K | 0.29% | 76 |
|
2023
Q4 | $2.07M | Buy |
19,777
+89
| +0.5% | +$9.3K | 0.3% | 75 |
|
2023
Q3 | $1.8M | Hold |
19,688
| – | – | 0.29% | 77 |
|
2023
Q2 | $1.9M | Buy |
19,688
+15
| +0.1% | +$1.45K | 0.3% | 75 |
|
2023
Q1 | $1.79M | Sell |
19,673
-1,429
| -7% | -$130K | 0.29% | 77 |
|
2022
Q4 | $1.76M | Buy |
21,102
+97
| +0.5% | +$8.11K | 0.3% | 71 |
|
2022
Q3 | $1.65M | Buy |
21,005
+19,680
| +1,485% | +$1.54M | 0.31% | 66 |
|
2022
Q2 | $105K | Buy |
1,325
+142
| +12% | +$11.3K | 0.02% | 264 |
|
2022
Q1 | $119K | Hold |
1,183
| – | – | 0.02% | 263 |
|
2021
Q4 | $136K | Hold |
1,183
| – | – | 0.02% | 265 |
|
2021
Q3 | $133K | Hold |
1,183
| – | – | 0.02% | 241 |
|
2021
Q2 | $134K | Hold |
1,183
| – | – | 0.02% | 220 |
|
2021
Q1 | $121K | Buy |
+1,183
| New | +$121K | 0.02% | 228 |
|