AIP
Almanack Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-115,848
| Closed | -$13.1M | – | 530 |
|
|
2021
Q2 | $13.1M | Buy |
+115,848
| New | +$13.1M | 1.25% | 21 |
|
|
2020
Q4 | – | Sell |
-47,586
| Closed | -$8.71M | – | 427 |
|
|
2020
Q3 | $8.71M | Buy |
+47,586
| New | +$8.71M | 1.07% | 24 |
|
|
2018
Q4 | – | Sell |
-1,090
| Closed | -$138K | – | 248 |
|
|
2018
Q3 | $138K | Buy |
+1,090
| New | +$138K | 0.04% | 224 |
|
|
2018
Q2 | – | Sell |
-983
| Closed | -$121K | – | 163 |
|
|
2018
Q1 | $121K | Sell |
983
-106
| -10% | -$13K | 0.05% | 160 |
|
|
2017
Q4 | $131K | Buy |
+1,089
| New | +$131K | 0.05% | 154 |
|