55I LLC’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
2022
Q3
$1.7M Buy
2022
Q2
$1.34M Buy
2022
Q1
$1.31M Buy
2021
Q4
$875K Buy
2021
Q3
$652K Sell
2021
Q2
$714K Buy
2021
Q1
$308K Buy