1900 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,169
| Closed | -$248K | – | 229 |
|
|
2024
Q1 | $248K | Sell |
2,169
-58
| -3% | -$6.62K | 0.02% | 215 |
|
|
2023
Q4 | $233K | Sell |
2,227
-66
| -3% | -$6.9K | 0.02% | 271 |
|
|
2023
Q3 | $210K | Buy |
+2,293
| New | +$210K | 0.02% | 284 |
|
|
2023
Q2 | – | Sell |
-2,365
| Closed | -$215K | – | 250 |
|
|
2023
Q1 | $215K | Buy |
+2,365
| New | +$215K | 0.02% | 224 |
|
|
2022
Q4 | – | Sell |
-2,737
| Closed | -$215K | – | 237 |
|
|
2022
Q3 | $215K | Buy |
+2,737
| New | +$215K | 0.03% | 212 |
|
|
2021
Q4 | – | Sell |
-3,199
| Closed | -$359K | – | 243 |
|
|
2021
Q3 | $359K | Buy |
+3,199
| New | +$359K | 0.03% | 179 |
|