YHB Investment 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 | $286K | Hold |
2,064
| – | – | 0.02% | 259 |
|
|
2025
Q1 | $242K | Sell |
2,064
-200
| -9% | -$23.5K | 0.02% | 262 |
|
|
2024
Q4 | $287K | Sell |
2,264
-585
| -21% | -$74.1K | 0.02% | 236 |
|
|
2024
Q3 | $334K | Hold |
2,849
| – | – | 0.03% | 227 |
|
|
2024
Q2 | $314K | Buy |
2,849
+230
| +9% | +$25.4K | 0.03% | 231 |
|
|
2024
Q1 | $299K | Hold |
2,619
| – | – | 0.03% | 233 |
|
|
2023
Q4 | $274K | Sell |
2,619
-4,834
| -65% | -$505K | 0.03% | 233 |
|
|
2023
Q3 | $681K | Buy |
7,453
+4,834
| +185% | +$442K | 0.06% | 162 |
|
|
2023
Q2 | $253K | Sell |
2,619
-14
| -0.5% | -$1.35K | 0.02% | 248 |
|
|
2023
Q1 | $240K | Hold |
2,633
| – | – | 0.02% | 256 |
|
|
2022
Q4 | $220K | Hold |
2,633
| – | – | 0.02% | 269 |
|
|
2022
Q3 | $207K | Buy |
+2,633
| New | +$207K | 0.02% | 271 |
|
|
2022
Q2 | – | Sell |
-2,508
| Closed | -$252K | – | 287 |
|
|
2022
Q1 | $252K | Hold |
2,508
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $289K | Hold |
2,508
| – | – | 0.02% | 270 |
|
|
2021
Q3 | $281K | Hold |
2,508
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $284K | Sell |
2,508
-200
| -7% | -$22.6K | 0.02% | 252 |
|
|
2021
Q1 | $295K | Hold |
2,708
| – | – | 0.03% | 239 |
|
|
2020
Q4 | $278K | Buy |
2,708
+14
| +0.5% | +$1.44K | 0.03% | 239 |
|
|
2020
Q3 | $233K | Buy |
+2,694
| New | +$233K | 0.03% | 238 |
|