Wealthcare Advisory 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 | $1.44M | Buy |
10,387
+363
| +4% | +$50.3K | 0.03% | 401 |
|
|
2025
Q1 | $1.18M | Buy |
10,024
+367
| +4% | +$43.1K | 0.03% | 411 |
|
|
2024
Q4 | $1.22M | Buy |
9,657
+403
| +4% | +$51.1K | 0.03% | 376 |
|
|
2024
Q3 | $1.09M | Buy |
9,254
+603
| +7% | +$70.7K | 0.03% | 404 |
|
|
2024
Q2 | $955K | Buy |
8,651
+1,753
| +25% | +$193K | 0.03% | 396 |
|
|
2024
Q1 | $787K | Sell |
6,898
-600
| -8% | -$68.5K | 0.03% | 440 |
|
|
2023
Q4 | $783K | Buy |
7,498
+774
| +12% | +$80.9K | 0.03% | 381 |
|
|
2023
Q3 | $614K | Sell |
6,724
-119
| -2% | -$10.9K | 0.03% | 386 |
|
|
2023
Q2 | $661K | Buy |
6,843
+975
| +17% | +$94.2K | 0.03% | 379 |
|
|
2023
Q1 | $534K | Sell |
5,868
-1,068
| -15% | -$97.2K | 0.02% | 439 |
|
|
2022
Q4 | $580K | Sell |
6,936
-129
| -2% | -$10.8K | 0.03% | 385 |
|
|
2022
Q3 | $554K | Buy |
+7,065
| New | +$554K | 0.03% | 338 |
|
|
2022
Q1 | – | Sell |
-3,055
| Closed | -$352K | – | 571 |
|
|
2021
Q4 | $352K | Sell |
3,055
-164
| -5% | -$18.9K | 0.02% | 403 |
|
|
2021
Q3 | $361K | Sell |
3,219
-294
| -8% | -$33K | 0.02% | 373 |
|
|
2021
Q2 | $398K | Sell |
3,513
-16
| -0.5% | -$1.81K | 0.03% | 364 |
|
|
2021
Q1 | $360K | Sell |
3,529
-73
| -2% | -$7.45K | 0.03% | 350 |
|
|
2020
Q4 | $370K | Buy |
3,602
+134
| +4% | +$13.8K | 0.03% | 288 |
|
|
2020
Q3 | $300K | Buy |
3,468
+2
| +0.1% | +$173 | 0.03% | 271 |
|
|
2020
Q2 | $274K | Sell |
3,466
-50
| -1% | -$3.95K | 0.03% | 257 |
|
|
2020
Q1 | $214K | Sell |
3,516
-776
| -18% | -$47.2K | 0.03% | 257 |
|
|
2019
Q4 | $327K | Buy |
4,292
+1,972
| +85% | +$150K | 0.04% | 227 |
|
|
2019
Q3 | $164K | Buy |
2,320
+400
| +21% | +$28.3K | 0.02% | 306 |
|
|
2019
Q2 | $137K | Hold |
1,920
| – | – | 0.02% | 327 |
|
|
2019
Q1 | $130K | Hold |
1,920
| – | – | 0.02% | 296 |
|
|
2018
Q4 | $109K | Buy |
1,920
+336
| +21% | +$19.1K | 0.02% | 292 |
|
|
2018
Q3 | $107K | Hold |
1,584
| – | – | 0.02% | 328 |
|
|
2018
Q2 | $100K | Buy |
1,584
+70
| +5% | +$4.42K | 0.02% | 326 |
|
|
2018
Q1 | $93K | Buy |
1,514
+1,418
| +1,477% | +$87.1K | 0.02% | 292 |
|
|
2017
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 756 |
|
|
2017
Q3 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 643 |
|