Visionary Wealth 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 | $786K | Buy |
+5,665
| New | +$786K | 0.04% | 302 |
|
|
2025
Q1 | – | Sell |
-1,933
| Closed | -$245K | – | 550 |
|
|
2024
Q4 | $245K | Sell |
1,933
-114
| -6% | -$14.4K | 0.01% | 481 |
|
|
2024
Q3 | $240K | Sell |
2,047
-7
| -0.3% | -$821 | 0.01% | 485 |
|
|
2024
Q2 | $227K | Sell |
2,054
-152
| -7% | -$16.8K | 0.01% | 472 |
|
|
2024
Q1 | $252K | Sell |
2,206
-41
| -2% | -$4.68K | 0.02% | 429 |
|
|
2023
Q4 | $235K | Buy |
+2,247
| New | +$235K | 0.02% | 433 |
|
|
2023
Q3 | – | Sell |
-2,120
| Closed | -$205K | – | 466 |
|
|
2023
Q2 | $205K | Buy |
+2,120
| New | +$205K | 0.02% | 431 |
|
|
2023
Q1 | – | Sell |
-2,677
| Closed | -$224K | – | 465 |
|
|
2022
Q4 | $224K | Sell |
2,677
-189
| -7% | -$15.8K | 0.02% | 378 |
|
|
2022
Q3 | $225K | Sell |
2,866
-42
| -1% | -$3.3K | 0.02% | 349 |
|
|
2022
Q2 | $230K | Buy |
2,908
+42
| +1% | +$3.32K | 0.02% | 366 |
|
|
2022
Q1 | $288K | Sell |
2,866
-25,622
| -90% | -$2.57M | 0.02% | 333 |
|
|
2021
Q4 | $3.28M | Buy |
+28,488
| New | +$3.28M | 0.27% | 92 |
|