Accel Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-409
| Closed | -$37.2K | – | 532 |
|
|
2023
Q1 | $37.2K | Buy |
409
+210
| +106% | +$19.1K | 0.02% | 549 |
|
|
2022
Q4 | $16.6K | Sell |
199
-14
| -7% | -$1.17K | 0.01% | 595 |
|
|
2022
Q3 | $18K | Buy |
213
+180
| +545% | +$15.2K | 0.01% | 591 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 857 |
|
|
2022
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 854 |
|
|
2021
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 841 |
|
|
2021
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 767 |
|
|
2021
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $3K | Buy |
33
+19
| +136% | +$1.73K | ﹤0.01% | 805 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 810 |
|