Wealthspire Advisors (New York)’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 | $37.8M | Sell |
272,482
-6,788
| -2% | -$941K | 0.21% | 52 |
|
|
2025
Q1 | $32.8M | Buy |
279,270
+152,573
| +120% | +$17.9M | 0.2% | 60 |
|
|
2024
Q4 | $16.1M | Buy |
126,697
+4,349
| +4% | +$551K | 0.16% | 71 |
|
|
2024
Q3 | $14.4M | Buy |
122,348
+15,606
| +15% | +$1.83M | 0.15% | 78 |
|
|
2024
Q2 | $11.8M | Buy |
106,742
+8,989
| +9% | +$992K | 0.15% | 69 |
|
|
2024
Q1 | $11.2M | Buy |
97,753
+1,102
| +1% | +$126K | 0.15% | 68 |
|
|
2023
Q4 | $10.1M | Sell |
96,651
-1,531
| -2% | -$160K | 0.14% | 71 |
|
|
2023
Q3 | $8.97M | Buy |
98,182
+81,287
| +481% | +$7.43M | 0.15% | 70 |
|
|
2023
Q2 | $1.63M | Sell |
16,895
-376
| -2% | -$36.3K | 0.03% | 171 |
|
|
2023
Q1 | $1.57M | Buy |
17,271
+3,322
| +24% | +$302K | 0.03% | 177 |
|
|
2022
Q4 | $1.17M | Buy |
13,949
+6,551
| +89% | +$548K | 0.02% | 234 |
|
|
2022
Q3 | $580K | Buy |
7,398
+3,038
| +70% | +$238K | 0.01% | 308 |
|
|
2022
Q2 | $345K | Buy |
4,360
+201
| +5% | +$15.9K | 0.01% | 370 |
|
|
2022
Q1 | $418K | Sell |
4,159
-1,179
| -22% | -$118K | 0.01% | 298 |
|
|
2021
Q4 | $615K | Sell |
5,338
-132
| -2% | -$15.2K | 0.01% | 288 |
|
|
2021
Q3 | $613K | Buy |
5,470
+3,179
| +139% | +$356K | 0.01% | 318 |
|
|
2021
Q2 | $259K | Sell |
2,291
-2,715
| -54% | -$307K | 0.01% | 319 |
|
|
2021
Q1 | $511K | Buy |
5,006
+2,600
| +108% | +$265K | 0.01% | 392 |
|
|
2020
Q4 | $247K | Buy |
+2,406
| New | +$247K | 0.01% | 501 |
|
|
2020
Q2 | – | Sell |
-5,608
| Closed | -$341K | – | 409 |
|
|
2020
Q1 | $341K | Buy |
+5,608
| New | +$341K | 0.01% | 354 |
|