Andesa Financial Management’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
2022
Q3
Sell
-4,593
Closed -$364K 158
2022
Q2
$364K Buy
4,593
+487
+12% +$38.6K 0.23% 89
2022
Q1
$412K Buy
+4,106
New +$412K 0.22% 97
2019
Q1
Sell
-8,726
Closed -$496K 150
2018
Q4
$496K Buy
+8,726
New +$496K 0.59% 43