Stillwater Capital Advisors’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
Q1 | – | Sell |
-10,768
| Closed | -$1.36M | – | 70 |
|
|
2024
Q4 | $1.36M | Sell |
10,768
-172
| -2% | -$21.8K | 0.17% | 44 |
|
|
2024
Q3 | $1.28M | Buy |
10,940
+30
| +0.3% | +$3.52K | 0.17% | 47 |
|
|
2024
Q2 | $1.2M | Sell |
10,910
-10,954
| -50% | -$1.21M | 0.17% | 44 |
|
|
2024
Q1 | $2.5M | Sell |
21,864
-359
| -2% | -$41K | 0.37% | 39 |
|
|
2023
Q4 | $2.32M | Buy |
22,223
+179
| +0.8% | +$18.7K | 0.37% | 41 |
|
|
2023
Q3 | $2.01M | Buy |
22,044
+342
| +2% | +$31.2K | 0.37% | 41 |
|
|
2023
Q2 | $2.1M | Sell |
21,702
-37
| -0.2% | -$3.58K | 0.37% | 41 |
|
|
2023
Q1 | $1.98M | Buy |
21,739
+690
| +3% | +$62.8K | 0.38% | 40 |
|
|
2022
Q4 | $1.76M | Buy |
+21,049
| New | +$1.76M | 0.37% | 40 |
|