AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $988K | Buy |
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2023
Q1 | $930K | Buy |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.58M | Hold |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $966K | Buy |
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|
2020
Q2 | $883K | Buy |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $306K | Sell |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $295K | Hold |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $235K | Hold |
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|
2018
Q3 | $281K | Hold |
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|
2018
Q2 | $262K | Sell |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $363K | Hold |
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|
2017
Q3 | $340K | Hold |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $305K | Buy |
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|
2016
Q4 | $285K | Buy |
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