YHB Investment Advisors’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 | $294K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $220K | Hold |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $233K | Buy |
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