Transamerica Financial 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
Q2 | $426 | Hold |
4
| – | – | ﹤0.01% | 442 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 499 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 498 |
|
|
2024
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 465 |
|
|
2024
Q1 | $1K | Sell |
4
-43,341
| -100% | -$10.8M | ﹤0.01% | 510 |
|
|
2023
Q4 | $4.53M | Buy |
43,345
+3,353
| +8% | +$350K | 0.63% | 28 |
|
|
2023
Q3 | $3.65M | Buy |
39,992
+9,687
| +32% | +$885K | 0.49% | 36 |
|
|
2023
Q2 | $2.93M | Buy |
30,305
+6,200
| +26% | +$599K | 0.38% | 47 |
|
|
2023
Q1 | $2.2M | Buy |
24,105
+42
| +0.2% | +$3.83K | 0.29% | 58 |
|
|
2022
Q4 | $2.01M | Sell |
24,063
-595
| -2% | -$49.8K | 0.29% | 63 |
|
|
2022
Q3 | $1.93M | Buy |
24,658
+409
| +2% | +$32.1K | 0.29% | 62 |
|
|
2022
Q2 | $1.92M | Buy |
+24,249
| New | +$1.92M | 0.27% | 57 |
|
|
2020
Q3 | – | Sell |
-12
| Closed | -$1K | – | 338 |
|
|
2020
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 416 |
|
|
2019
Q3 | – | Sell |
-23,560
| Closed | -$1.68M | – | 320 |
|
|
2019
Q2 | $1.68M | Buy |
+23,560
| New | +$1.68M | 0.36% | 64 |
|
|
2019
Q1 | – | Sell |
-16,204
| Closed | -$922K | – | 283 |
|
|
2018
Q4 | $922K | Buy |
16,204
+5,390
| +50% | +$307K | 0.24% | 76 |
|
|
2018
Q3 | $734K | Sell |
10,814
-9,750
| -47% | -$662K | 0.16% | 108 |
|
|
2018
Q2 | $1.3M | Buy |
20,564
+10,000
| +95% | +$634K | 0.29% | 82 |
|
|
2018
Q1 | $650K | Buy |
10,564
+10,562
| +528,100% | +$650K | 0.1% | 162 |
|
|
2017
Q4 | $1K | Sell |
2
-11,708
| -100% | -$5.85M | ﹤0.01% | 369 |
|
|
2017
Q3 | $663K | Sell |
11,710
-606
| -5% | -$34.3K | 0.08% | 169 |
|
|
2017
Q2 | $666K | Buy |
12,316
+12,312
| +307,800% | +$666K | 0.09% | 152 |
|
|
2017
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 338 |
|
|
2016
Q4 | $1K | Sell |
4
-12
| -75% | -$3K | ﹤0.01% | 374 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 377 |
|
|
2016
Q2 | $1K | Sell |
16
-1,086
| -99% | -$67.9K | ﹤0.01% | 345 |
|
|
2016
Q1 | $51K | Buy |
1,102
+6
| +0.5% | +$278 | ﹤0.01% | 366 |
|
|
2015
Q4 | $51K | Sell |
1,096
-4,332
| -80% | -$202K | ﹤0.01% | 404 |
|
|
2015
Q3 | $241K | Sell |
5,428
-21,536
| -80% | -$956K | 0.02% | 267 |
|
|
2015
Q2 | $1.31M | Buy |
26,964
+10,350
| +62% | +$501K | 0.09% | 148 |
|
|
2015
Q1 | $814K | Sell |
16,614
-12,128
| -42% | -$594K | 0.06% | 191 |
|
|
2014
Q4 | $1.34M | Buy |
28,742
+28,614
| +22,355% | +$1.33M | 0.11% | 110 |
|
|
2014
Q3 | $6K | Sell |
128
-30,978
| -100% | -$1.45M | ﹤0.01% | 510 |
|
|
2014
Q2 | $1.39M | Sell |
31,106
-4,160
| -12% | -$186K | 0.12% | 107 |
|
|
2014
Q1 | $1.51M | Buy |
35,266
+20,388
| +137% | +$875K | 0.15% | 82 |
|
|
2013
Q4 | $628K | Buy |
14,878
+2,664
| +22% | +$112K | 0.07% | 133 |
|
|
2013
Q3 | $478K | Buy |
12,214
+6,096
| +100% | +$239K | 0.06% | 142 |
|
|
2013
Q2 | $220K | Buy |
+6,118
| New | +$220K | 0.04% | 197 |
|