White Knight Strategic Wealth Advisors’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 | $717K | Sell |
5,169
-30
| -0.6% | -$4.16K | 0.61% | 37 |
|
|
2025
Q1 | $611K | Sell |
5,199
-5,279
| -50% | -$620K | 0.56% | 40 |
|
|
2024
Q4 | $1.33M | Buy |
10,478
+5,149
| +97% | +$653K | 0.56% | 36 |
|
|
2024
Q3 | $625K | Sell |
5,329
-1
| -0% | -$117 | 0.57% | 42 |
|
|
2024
Q2 | $588K | Sell |
5,330
-175
| -3% | -$19.3K | 0.59% | 40 |
|
|
2024
Q1 | $628K | Hold |
5,505
| – | – | 0.65% | 35 |
|
|
2023
Q4 | $575K | Sell |
5,505
-110
| -2% | -$11.5K | 0.66% | 33 |
|
|
2023
Q3 | $513K | Sell |
5,615
-407
| -7% | -$37.2K | 0.68% | 35 |
|
|
2023
Q2 | $582K | Sell |
6,022
-20
| -0.3% | -$1.93K | 0.68% | 34 |
|
|
2023
Q1 | $550K | Sell |
6,042
-85
| -1% | -$7.74K | 0.69% | 32 |
|
|
2022
Q4 | $512K | Sell |
6,127
-333
| -5% | -$27.8K | 0.7% | 33 |
|
|
2022
Q3 | $507K | Sell |
6,460
-102
| -2% | -$8.01K | 0.73% | 35 |
|
|
2022
Q2 | $520K | Hold |
6,562
| – | – | 0.72% | 34 |
|
|
2022
Q1 | $659K | Sell |
6,562
-25
| -0.4% | -$2.51K | 0.71% | 32 |
|
|
2021
Q4 | $759K | Buy |
+6,587
| New | +$759K | 0.79% | 31 |
|