Vista Capital Partners’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 | $529K | Buy |
3,818
+1,506
| +65% | +$209K | 0.06% | 63 |
|
|
2025
Q1 | $272K | Hold |
2,312
| – | – | 0.03% | 88 |
|
|
2024
Q4 | $293K | Sell |
2,312
-122
| -5% | -$15.5K | 0.03% | 90 |
|
|
2024
Q3 | $285K | Hold |
2,434
| – | – | 0.03% | 85 |
|
|
2024
Q2 | $269K | Hold |
2,434
| – | – | 0.03% | 74 |
|
|
2024
Q1 | $278K | Hold |
2,434
| – | – | 0.03% | 75 |
|
|
2023
Q4 | $254K | Buy |
2,434
+122
| +5% | +$12.7K | 0.03% | 78 |
|
|
2023
Q3 | $211K | Hold |
2,312
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $223K | Hold |
2,312
| – | – | 0.03% | 83 |
|
|
2023
Q1 | $211K | Buy |
+2,312
| New | +$211K | 0.03% | 83 |
|
|
2022
Q4 | – | Sell |
-2,852
| Closed | -$224K | – | 83 |
|
|
2022
Q3 | $224K | Hold |
2,852
| – | – | 0.04% | 70 |
|
|
2022
Q2 | $226K | Hold |
2,852
| – | – | 0.04% | 72 |
|
|
2022
Q1 | $287K | Hold |
2,852
| – | – | 0.04% | 66 |
|
|
2021
Q4 | $329K | Hold |
2,852
| – | – | 0.04% | 67 |
|
|
2021
Q3 | $320K | Hold |
2,852
| – | – | 0.05% | 62 |
|
|
2021
Q2 | $323K | Hold |
2,852
| – | – | 0.05% | 56 |
|
|
2021
Q1 | $291K | Sell |
2,852
-106
| -4% | -$10.8K | 0.05% | 54 |
|
|
2020
Q4 | $304K | Sell |
2,958
-186
| -6% | -$19.1K | 0.05% | 52 |
|
|
2020
Q3 | $272K | Hold |
3,144
| – | – | 0.05% | 53 |
|
|
2020
Q2 | $249K | Sell |
3,144
-600
| -16% | -$47.5K | 0.05% | 51 |
|
|
2020
Q1 | $227K | Hold |
3,744
| – | – | 0.05% | 45 |
|
|
2019
Q4 | $285K | Buy |
3,744
+600
| +19% | +$45.7K | 0.05% | 51 |
|
|
2019
Q3 | $222K | Hold |
3,144
| – | – | 0.04% | 59 |
|
|
2019
Q2 | $224K | Hold |
3,144
| – | – | 0.04% | 55 |
|
|
2019
Q1 | $213K | Buy |
+3,144
| New | +$213K | 0.04% | 52 |
|
|
2018
Q4 | – | Sell |
-3,144
| Closed | -$213K | – | 56 |
|
|
2018
Q3 | $213K | Buy |
+3,144
| New | +$213K | 0.04% | 53 |
|