Sowell Financial Services’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 | $8.14M | Sell |
58,663
-8,836
| -13% | -$1.23M | 0.33% | 58 |
|
|
2025
Q1 | $7.93M | Buy |
+67,499
| New | +$7.93M | 0.36% | 57 |
|
|
2024
Q3 | – | Sell |
-58,992
| Closed | -$6.51M | – | 565 |
|
|
2024
Q2 | $6.51M | Buy |
58,992
+7,623
| +15% | +$841K | 0.31% | 76 |
|
|
2024
Q1 | $5.86M | Buy |
51,369
+3,848
| +8% | +$439K | 0.28% | 92 |
|
|
2023
Q4 | $4.96M | Sell |
47,521
-4,894
| -9% | -$511K | 0.27% | 95 |
|
|
2023
Q3 | $4.8M | Buy |
52,415
+3,885
| +8% | +$356K | 0.3% | 87 |
|
|
2023
Q2 | $4.69M | Buy |
+48,530
| New | +$4.69M | 0.26% | 95 |
|
|
2021
Q2 | – | Sell |
-740
| Closed | -$76K | – | 1632 |
|
|
2021
Q1 | $76K | Buy |
740
+101
| +16% | +$10.4K | ﹤0.01% | 1491 |
|
|
2020
Q4 | $66K | Buy |
639
+107
| +20% | +$11.1K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $46K | Buy |
532
+18
| +4% | +$1.56K | ﹤0.01% | 1247 |
|
|
2020
Q2 | $41K | Sell |
514
-248
| -33% | -$19.8K | ﹤0.01% | 1221 |
|
|
2020
Q1 | $46K | Sell |
762
-1,880
| -71% | -$113K | ﹤0.01% | 1089 |
|
|
2019
Q4 | $202K | Sell |
2,642
-3,560
| -57% | -$272K | 0.02% | 710 |
|
|
2019
Q3 | $438K | Buy |
+6,202
| New | +$438K | 0.04% | 446 |
|
|
2019
Q1 | $6.67M | Buy |
98,258
+94,178
| +2,308% | +$6.39M | 0.74% | 32 |
|
|
2018
Q4 | $232K | Buy |
+4,080
| New | +$232K | 0.03% | 436 |
|