Valeo Financial Advisors’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 | $2.09M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $788K | Buy |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $798K | Buy |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $250K | Buy |
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|
2018
Q4 | $163K | Buy |
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|
2018
Q3 | $155K | Buy |
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|
2018
Q2 | $131K | Buy |
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|
2018
Q1 | $97K | Hold |
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|
2017
Q4 | $95K | Hold |
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|
2017
Q3 | $89K | Buy |
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