Your Advocates Ltd’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 | $1.25K | Hold |
9
| – | – | ﹤0.01% | 168 |
|
|
2025
Q1 | $1.06K | Hold |
9
| – | – | ﹤0.01% | 175 |
|
|
2024
Q4 | $1.14K | Hold |
9
| – | – | ﹤0.01% | 175 |
|
|
2024
Q3 | $1.06K | Hold |
9
| – | – | ﹤0.01% | 193 |
|
|
2024
Q2 | $993 | Hold |
9
| – | – | ﹤0.01% | 197 |
|
|
2024
Q1 | $1.03K | Hold |
9
| – | – | ﹤0.01% | 191 |
|
|
2023
Q4 | $940 | Sell |
9
-45
| -83% | -$4.7K | ﹤0.01% | 196 |
|
|
2023
Q3 | $4.93K | Hold |
54
| – | – | ﹤0.01% | 149 |
|
|
2023
Q2 | $5.22K | Hold |
54
| – | – | ﹤0.01% | 168 |
|
|
2023
Q1 | $4.92K | Buy |
+54
| New | +$4.92K | ﹤0.01% | 134 |
|
|
2021
Q2 | – | Sell |
-108
| Closed | -$11K | – | 143 |
|
|
2021
Q1 | $11K | Hold |
108
| – | – | 0.01% | 80 |
|
|
2020
Q4 | $11K | Hold |
108
| – | – | 0.01% | 87 |
|
|
2020
Q3 | $9K | Hold |
108
| – | – | 0.01% | 82 |
|
|
2020
Q2 | $8K | Hold |
108
| – | – | 0.01% | 85 |
|
|
2020
Q1 | $7K | Buy |
+108
| New | +$7K | 0.01% | 77 |
|