United Capital 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 | $3.5M | Buy |
25,208
+4,475
| +22% | +$621K | 0.03% | 332 |
|
|
2025
Q1 | $2.44M | Sell |
20,733
-671
| -3% | -$78.8K | 0.02% | 383 |
|
|
2024
Q4 | $2.71M | Sell |
21,404
-736
| -3% | -$93.3K | 0.02% | 361 |
|
|
2024
Q3 | $2.6M | Sell |
22,140
-792
| -3% | -$92.9K | 0.02% | 361 |
|
|
2024
Q2 | $2.53M | Sell |
22,932
-1,449
| -6% | -$160K | 0.02% | 358 |
|
|
2024
Q1 | $2.78M | Sell |
24,381
-7,275
| -23% | -$830K | 0.02% | 370 |
|
|
2023
Q4 | $3.31M | Sell |
31,656
-30,038
| -49% | -$3.14M | 0.03% | 342 |
|
|
2023
Q3 | $5.64M | Buy |
61,694
+357
| +0.6% | +$32.6K | 0.04% | 285 |
|
|
2023
Q2 | $5.93M | Sell |
61,337
-1,382
| -2% | -$134K | 0.03% | 292 |
|
|
2023
Q1 | $5.71M | Sell |
62,719
-1,474
| -2% | -$134K | 0.03% | 304 |
|
|
2022
Q4 | $5.37M | Buy |
64,193
+316
| +0.5% | +$26.4K | 0.03% | 318 |
|
|
2022
Q3 | $5.01M | Sell |
63,877
-3,612
| -5% | -$283K | 0.03% | 318 |
|
|
2022
Q2 | $5.35M | Sell |
67,489
-11
| -0% | -$871 | 0.03% | 327 |
|
|
2022
Q1 | $6.78M | Sell |
67,500
-2,402
| -3% | -$241K | 0.03% | 320 |
|
|
2021
Q4 | $8.05M | Buy |
69,902
+5,758
| +9% | +$663K | 0.04% | 306 |
|
|
2021
Q3 | $7.19M | Buy |
64,144
+720
| +1% | +$80.7K | 0.04% | 316 |
|
|
2021
Q2 | $7.18M | Buy |
63,424
+159
| +0.3% | +$18K | 0.04% | 318 |
|
|
2021
Q1 | $6.46M | Sell |
63,265
-2,572
| -4% | -$263K | 0.04% | 320 |
|
|
2020
Q4 | $6.76M | Sell |
65,837
-6,973
| -10% | -$716K | 0.04% | 303 |
|
|
2020
Q3 | $6.29M | Buy |
72,810
+2,758
| +4% | +$238K | 0.04% | 306 |
|
|
2020
Q2 | $5.54M | Buy |
70,052
+27,414
| +64% | +$2.17M | 0.04% | 332 |
|
|
2020
Q1 | $2.59M | Sell |
42,638
-115,442
| -73% | -$7.02M | 0.02% | 451 |
|
|
2019
Q4 | $12.1M | Buy |
158,080
+42,478
| +37% | +$3.24M | 0.08% | 280 |
|
|
2019
Q3 | $8.17M | Buy |
115,602
+40,144
| +53% | +$2.84M | 0.06% | 315 |
|
|
2019
Q2 | $5.38M | Sell |
75,458
-107,058
| -59% | -$7.63M | 0.04% | 410 |
|
|
2019
Q1 | $12.4M | Buy |
182,516
+41,994
| +30% | +$2.85M | 0.09% | 257 |
|
|
2018
Q4 | $7.99M | Sell |
140,522
-35,794
| -20% | -$2.03M | 0.06% | 292 |
|
|
2018
Q3 | $12M | Sell |
176,316
-32,654
| -16% | -$2.21M | 0.08% | 259 |
|
|
2018
Q2 | $13.2M | Buy |
208,970
+13,420
| +7% | +$850K | 0.1% | 236 |
|
|
2018
Q1 | $12M | Buy |
195,550
+15,932
| +9% | +$979K | 0.09% | 253 |
|
|
2017
Q4 | $10.9M | Buy |
179,618
+39,522
| +28% | +$2.4M | 0.09% | 279 |
|
|
2017
Q3 | $7.93M | Buy |
140,096
+10,464
| +8% | +$592K | 0.07% | 316 |
|
|
2017
Q2 | $7.01M | Buy |
129,632
+105,636
| +440% | +$5.71M | 0.06% | 325 |
|
|
2017
Q1 | $1.25M | Sell |
23,996
-61,584
| -72% | -$3.2M | 0.01% | 687 |
|
|
2016
Q4 | $4.17M | Buy |
85,580
+66,670
| +353% | +$3.25M | 0.04% | 403 |
|
|
2016
Q3 | $921K | Sell |
18,910
-7,436
| -28% | -$362K | 0.01% | 790 |
|
|
2016
Q2 | $1.24M | Sell |
26,346
-58,184
| -69% | -$2.73M | 0.01% | 674 |
|
|
2016
Q1 | $3.9M | Buy |
84,530
+55,966
| +196% | +$2.58M | 0.04% | 387 |
|
|
2015
Q4 | $1.31M | Sell |
28,564
-12,584
| -31% | -$578K | 0.02% | 630 |
|
|
2015
Q3 | $1.82M | Sell |
41,148
-32,622
| -44% | -$1.45M | 0.02% | 544 |
|
|
2015
Q2 | $3.57M | Buy |
73,770
+15,708
| +27% | +$761K | 0.04% | 440 |
|
|
2015
Q1 | $2.82M | Buy |
58,062
+13,556
| +30% | +$659K | 0.03% | 477 |
|
|
2014
Q4 | $2.08M | Buy |
44,506
+12,936
| +41% | +$603K | 0.03% | 464 |
|
|
2014
Q3 | $1.4M | Buy |
31,570
+266
| +0.8% | +$11.8K | 0.02% | 524 |
|
|
2014
Q2 | $1.4M | Buy |
31,304
+12,400
| +66% | +$555K | 0.03% | 481 |
|
|
2014
Q1 | $811K | Sell |
18,904
-336
| -2% | -$14.4K | 0.02% | 525 |
|
|
2013
Q4 | $812K | Buy |
19,240
+7,028
| +58% | +$297K | 0.03% | 362 |
|
|
2013
Q3 | $477K | Sell |
12,212
-7,968
| -39% | -$311K | 0.02% | 451 |
|
|
2013
Q2 | $724K | Buy |
+20,180
| New | +$724K | 0.02% | 452 |
|