WealthTrust Axiom’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 | $431K | Hold |
3,107
| – | – | 0.13% | 149 |
|
|
2025
Q1 | $365K | Hold |
3,107
| – | – | 0.11% | 167 |
|
|
2024
Q4 | $394K | Sell |
3,107
-9
| -0.3% | -$1.14K | 0.12% | 164 |
|
|
2024
Q3 | $365K | Hold |
3,116
| – | – | 0.11% | 170 |
|
|
2024
Q2 | $344K | Hold |
3,116
| – | – | 0.11% | 168 |
|
|
2024
Q1 | $356K | Hold |
3,116
| – | – | 0.11% | 164 |
|
|
2023
Q4 | $325K | Hold |
3,116
| – | – | 0.11% | 171 |
|
|
2023
Q3 | $285K | Hold |
3,116
| – | – | 0.1% | 173 |
|
|
2023
Q2 | $301K | Hold |
3,116
| – | – | 0.1% | 181 |
|
|
2023
Q1 | $284K | Hold |
3,116
| – | – | 0.1% | 185 |
|
|
2022
Q4 | $260K | Hold |
3,116
| – | – | 0.09% | 180 |
|
|
2022
Q3 | $244K | Hold |
3,116
| – | – | 0.09% | 181 |
|
|
2022
Q2 | $246K | Hold |
3,116
| – | – | 0.09% | 193 |
|
|
2022
Q1 | $313K | Hold |
3,116
| – | – | 0.1% | 170 |
|
|
2021
Q4 | $359K | Hold |
3,116
| – | – | 0.11% | 160 |
|
|
2021
Q3 | $349K | Hold |
3,116
| – | – | 0.12% | 152 |
|
|
2021
Q2 | $352K | Hold |
3,116
| – | – | 0.11% | 156 |
|
|
2021
Q1 | $318K | Hold |
3,116
| – | – | 0.11% | 161 |
|
|
2020
Q4 | $319K | Hold |
3,116
| – | – | 0.12% | 153 |
|
|
2020
Q3 | $269K | Hold |
3,116
| – | – | 0.12% | 145 |
|
|
2020
Q2 | $246K | Buy |
+3,116
| New | +$246K | 0.11% | 150 |
|
|
2020
Q1 | – | Sell |
-3,116
| Closed | -$237K | – | 214 |
|
|
2019
Q4 | $237K | Hold |
3,116
| – | – | 0.08% | 180 |
|
|
2019
Q3 | $220K | Hold |
3,116
| – | – | 0.08% | 192 |
|
|
2019
Q2 | $222K | Hold |
3,116
| – | – | 0.08% | 191 |
|
|
2019
Q1 | $211K | Buy |
+3,116
| New | +$211K | 0.08% | 191 |
|
|
2018
Q4 | – | Sell |
-3,116
| Closed | -$211K | – | 222 |
|
|
2018
Q3 | $211K | Buy |
+3,116
| New | +$211K | 0.07% | 201 |
|