XF
XML Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
81,757
+2,016
| +3% | +$280K | 0.98% | 27 |
|
|
2025
Q1 | $9.37M | Buy |
79,741
+440
| +0.6% | +$51.7K | 0.87% | 32 |
|
|
2024
Q4 | $10.1M | Buy |
79,301
+503
| +0.6% | +$63.8K | 0.92% | 28 |
|
|
2024
Q3 | $9.24M | Buy |
78,798
+538
| +0.7% | +$63.1K | 0.86% | 29 |
|
|
2024
Q2 | $8.64M | Buy |
78,260
+4,664
| +6% | +$515K | 0.87% | 27 |
|
|
2024
Q1 | $8.4M | Buy |
73,596
+5,056
| +7% | +$577K | 0.86% | 30 |
|
|
2023
Q4 | $7.16M | Buy |
68,540
+4,547
| +7% | +$475K | 0.76% | 39 |
|
|
2023
Q3 | $5.85M | Buy |
63,993
+317
| +0.5% | +$29K | 0.7% | 46 |
|
|
2023
Q2 | $6.15M | Buy |
63,676
+223
| +0.4% | +$21.5K | 0.71% | 43 |
|
|
2023
Q1 | $5.78M | Buy |
63,453
+16
| +0% | +$1.46K | 0.7% | 45 |
|
|
2022
Q4 | $5.3M | Buy |
63,437
+820
| +1% | +$68.6K | 0.67% | 49 |
|
|
2022
Q3 | $4.91M | Buy |
62,617
+2,612
| +4% | +$205K | 0.68% | 45 |
|
|
2022
Q2 | $4.75M | Buy |
60,005
+2,537
| +4% | +$201K | 1.07% | 27 |
|
|
2022
Q1 | $5.78M | Buy |
57,468
+2,765
| +5% | +$278K | 0.69% | 45 |
|
|
2021
Q4 | $6.3M | Buy |
54,703
+1,824
| +3% | +$210K | 0.76% | 40 |
|
|
2021
Q3 | $5.93M | Buy |
52,879
+2,859
| +6% | +$320K | 0.79% | 38 |
|
|
2021
Q2 | $5.66M | Buy |
50,020
+6,770
| +16% | +$766K | 1.25% | 22 |
|
|
2021
Q1 | $4.41M | Buy |
43,250
+130
| +0.3% | +$13.3K | 1.08% | 24 |
|
|
2020
Q4 | $4.43M | Buy |
43,120
+22,263
| +107% | +$2.29M | 1.15% | 23 |
|
|
2020
Q3 | $3.61M | Sell |
20,857
-2,418
| -10% | -$418K | 1.13% | 25 |
|
|
2020
Q2 | $3.68M | Buy |
23,275
+1,136
| +5% | +$180K | 1.28% | 25 |
|
|
2020
Q1 | $2.69M | Buy |
22,139
+1,990
| +10% | +$242K | 1.16% | 25 |
|
|
2019
Q4 | $3.07M | Buy |
+20,149
| New | +$3.07M | 1.12% | 23 |
|