All Season Financial Advisors’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 |
-29,991
| Closed | -$3.42M | – | 104 |
|
2024
Q1 | $3.42M | Buy |
+29,991
| New | +$3.42M | 2.84% | 11 |
|
2023
Q2 | – | Sell |
-39,785
| Closed | -$3.62M | – | 113 |
|
2023
Q1 | $3.62M | Buy |
+39,785
| New | +$3.62M | 3.28% | 7 |
|
2021
Q3 | – | Sell |
-33,565
| Closed | -$3.8M | – | 140 |
|
2021
Q2 | $3.8M | Buy |
+33,565
| New | +$3.8M | 2.72% | 9 |
|