Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,572
| Closed | -$112K | – | 373 |
|
|
2019
Q2 | $112K | Hold |
1,572
| – | – | 0.04% | 235 |
|
|
2019
Q1 | $107K | Hold |
1,572
| – | – | 0.04% | 238 |
|
|
2018
Q4 | $89K | Hold |
1,572
| – | – | 0.04% | 234 |
|
|
2018
Q3 | $107K | Hold |
1,572
| – | – | 0.04% | 243 |
|
|
2018
Q2 | $100K | Hold |
1,572
| – | – | 0.04% | 252 |
|
|
2018
Q1 | $95K | Buy |
+1,572
| New | +$95K | 0.04% | 171 |
|
|
2017
Q2 | – | Sell |
-1,572
| Closed | -$82K | – | 404 |
|
|
2017
Q1 | $82K | Hold |
1,572
| – | – | 0.03% | 252 |
|
|
2016
Q4 | $76K | Hold |
1,572
| – | – | 0.03% | 224 |
|
|
2016
Q3 | $76K | Hold |
1,572
| – | – | 0.03% | 232 |
|
|
2016
Q2 | $74K | Buy |
+1,572
| New | +$74K | 0.04% | 221 |
|
|
2016
Q1 | – | Sell |
-1,572
| Closed | -$73K | – | 385 |
|
|
2015
Q4 | $73K | Hold |
1,572
| – | – | 0.03% | 226 |
|
|
2015
Q3 | $70K | Hold |
1,572
| – | – | 0.05% | 168 |
|
|
2015
Q2 | $76K | Hold |
1,572
| – | – | 0.05% | 168 |
|
|
2015
Q1 | $77K | Hold |
1,572
| – | – | 0.05% | 172 |
|
|
2014
Q4 | $73K | Hold |
1,572
| – | – | 0.05% | 176 |
|
|
2014
Q3 | $69K | Hold |
1,572
| – | – | 0.05% | 177 |
|
|
2014
Q2 | $70.4K | Hold |
1,572
| – | – | 0.05% | 183 |
|
|
2014
Q1 | $67.4K | Buy |
+1,572
| New | +$67.4K | 0.06% | 186 |
|