9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $5.04M | Sell |
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|
2024
Q1 | $5.59M | Buy |
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|
2023
Q4 | $5M | Buy |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $442K | Sell |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $402K | Hold |
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|
2020
Q4 | $405K | Buy |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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