Waverly 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 | $23.5M | Buy |
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|
2025
Q2 | $21.6M | Buy |
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|
2025
Q1 | $17.2M | Sell |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $9.39M | Sell |
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|
2024
Q2 | $9.45M | Sell |
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|
2024
Q1 | $9.83M | Buy |
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|
2023
Q4 | $8.93M | Sell |
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|
2023
Q3 | $7.88M | Sell |
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|
2023
Q2 | $9.34M | Sell |
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|
2023
Q1 | $8.84M | Sell |
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|
2022
Q4 | $9.45M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $782K | Buy |
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|
2022
Q1 | $719K | Buy |
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|
2021
Q4 | $708K | Hold |
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|
2021
Q3 | $859K | Hold |
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|
2021
Q2 | $816K | Sell |
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|
2021
Q1 | $759K | Sell |
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|
2020
Q4 | $960K | Sell |
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|
2020
Q3 | $766K | Hold |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $2.17M | Sell |
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|
2019
Q3 | $2.06M | Hold |
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|
2019
Q2 | $2.08M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $1.82M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $25K | Buy |
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