Wealthspire Advisors (New York)’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 | $38.9M | Buy |
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|
2025
Q2 | $37.8M | Sell |
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|
2025
Q1 | $32.8M | Buy |
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|
2024
Q4 | $16.1M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $10.1M | Sell |
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|
2023
Q3 | $8.97M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $345K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $511K | Buy |
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|
2020
Q4 | $247K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $341K | Buy |
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