Stegner Investment Associates’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 | $611K | Hold |
4,405
| – | – | 0.37% | 15 |
|
|
2025
Q1 | $518K | Hold |
4,405
| – | – | 0.36% | 17 |
|
|
2024
Q4 | $558K | Hold |
4,405
| – | – | 0.37% | 17 |
|
|
2024
Q3 | $517K | Hold |
4,405
| – | – | 0.35% | 16 |
|
|
2024
Q2 | $486K | Hold |
4,405
| – | – | 0.35% | 16 |
|
|
2024
Q1 | $503K | Hold |
4,405
| – | – | 0.37% | 15 |
|
|
2023
Q4 | $460K | Hold |
4,405
| – | – | 0.36% | 15 |
|
|
2023
Q3 | $402K | Hold |
4,405
| – | – | 0.35% | 18 |
|
|
2023
Q2 | $426K | Hold |
4,405
| – | – | 0.35% | 18 |
|
|
2023
Q1 | $398K | Sell |
4,405
-1,027
| -19% | -$92.9K | 0.35% | 17 |
|
|
2022
Q4 | $454K | Buy |
5,432
+819
| +18% | +$68.5K | 0.42% | 16 |
|
|
2022
Q3 | $368K | Hold |
4,613
| – | – | 0.35% | 17 |
|
|
2022
Q2 | $365K | Sell |
4,613
-3,061
| -40% | -$242K | 0.35% | 16 |
|
|
2022
Q1 | $771K | Buy |
7,674
+3,163
| +70% | +$318K | 0.61% | 16 |
|
|
2021
Q4 | $520K | Hold |
4,511
| – | – | 0.37% | 19 |
|
|
2021
Q3 | $506K | Hold |
4,511
| – | – | 0.38% | 18 |
|
|
2021
Q2 | $511K | Hold |
4,511
| – | – | 0.38% | 18 |
|
|
2021
Q1 | $460K | Hold |
4,511
| – | – | 0.37% | 17 |
|
|
2020
Q4 | $463K | Sell |
4,511
-1
| -0% | -$103 | 0.39% | 17 |
|
|
2020
Q3 | $390K | Buy |
+4,512
| New | +$390K | 0.38% | 18 |
|