Steward Partners Investment Advisory’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 | $24.7M | Buy |
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|
2025
Q2 | $22.2M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $21.9M | Sell |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $19.4M | Sell |
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|
2023
Q4 | $19.6M | Buy |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $9.9M | Sell |
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|
2022
Q3 | $9.59M | Buy |
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|
2022
Q2 | $9.02M | Buy |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $11.9M | Sell |
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|
2021
Q3 | $14.6M | Buy |
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|
2021
Q2 | $13.2M | Sell |
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|
2021
Q1 | $12.2M | Buy |
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|
2020
Q4 | $12.1M | Sell |
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|
2020
Q3 | $10.4M | Sell |
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|
2020
Q2 | $9.56M | Buy |
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|
2020
Q1 | $6.67M | Sell |
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|
2019
Q4 | $8.89M | Buy |
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|
2019
Q3 | $6.21M | Buy |
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|
2019
Q2 | $4.26M | Buy |
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|
2019
Q1 | $2.35M | Sell |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $2.58M | Buy |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $2.06M | Buy |
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|
2017
Q3 | $301K | Buy |
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|
2017
Q2 | $287K | Buy |
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|
2017
Q1 | $255K | Buy |
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