Simon Quick 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 | $500K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $805K | Hold |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $801K | Buy |
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|
2022
Q4 | $734K | Buy |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $877K | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $993K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $451K | Buy |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $463K | Buy |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $3.98M | Buy |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $3.17M | Sell |
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|
2018
Q3 | $8.2M | Sell |
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|
2018
Q2 | $8.11M | Sell |
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|
2018
Q1 | $10.9M | Buy |
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|
2017
Q4 | $3.5M | Sell |
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|
2017
Q3 | $4.19M | Buy |
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|
2017
Q2 | $3.79M | Buy |
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|
2017
Q1 | $444K | Buy |
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|
2016
Q4 | $244K | Buy |
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