United Capital Management of KS’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
Q2 | $14M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $12.2M | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $802K | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $953K | Sell |
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|
2020
Q3 | $854K | Sell |
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|
2020
Q2 | $797K | Sell |
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|
2020
Q1 | $649K | Sell |
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|
2019
Q4 | $847K | Sell |
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|
2019
Q3 | $793K | Buy |
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|
2019
Q2 | $711K | Buy |
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|
2019
Q1 | $591K | Buy |
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|
2018
Q4 | $322K | Buy |
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|
2018
Q3 | $259K | Buy |
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