Valmark Advisers’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 | $963K | Sell |
|
|||||
|
2025
Q2 | $967K | Buy |
|
|||||
|
2025
Q1 | $819K | Buy |
|
|||||
|
2024
Q4 | $884K | Sell |
|
|||||
|
2024
Q3 | $842K | Buy |
|
|||||
|
2024
Q2 | $781K | Buy |
|
|||||
|
2024
Q1 | $808K | Sell |
|
|||||
|
2023
Q4 | $752K | Sell |
|
|||||
|
2023
Q3 | $693K | Sell |
|
|||||
|
2023
Q2 | $772K | Buy |
|
|||||
|
2023
Q1 | $696K | Buy |
|
|||||
|
2022
Q4 | $589K | Sell |
|
|||||
|
2022
Q3 | $573K | Buy |
|
|||||
|
2022
Q2 | $578K | Buy |
|
|||||
|
2022
Q1 | $439K | Buy |
|
|||||
|
2021
Q4 | $471K | Sell |
|
|||||
|
2021
Q3 | $460K | Sell |
|
|||||
|
2021
Q2 | $469K | Buy |
|
|||||
|
2021
Q1 | $362K | Sell |
|
|||||
|
2020
Q4 | $458K | Buy |
|
|||||
|
2020
Q3 | $355K | Hold |
|
|||||
|
2020
Q2 | $324K | Buy |
|
|||||
|
2020
Q1 | $208K | Buy |
|
|||||
|
2019
Q4 | $257K | Hold |
|
|||||
|
2019
Q3 | $238K | Sell |
|
|||||
|
2019
Q2 | $252K | Buy |
|
|||||
|
2019
Q1 | $236K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $235K | Hold |
|
|||||
|
2018
Q2 | $220K | Hold |
|
|||||
|
2018
Q1 | $213K | Hold |
|
|||||
|
2017
Q4 | $209K | Buy |
|