Ategra Capital 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
2024
Q1
Sell
-2,326
Closed -$243K 92
2023
Q4
$243K Buy
2,326
+8
+0.3% +$836 0.11% 79
2023
Q3
$212K Hold
2,318
0.11% 82
2023
Q2
$224K Buy
2,318
+2
+0.1% +$193 0.12% 82
2023
Q1
$211K Buy
+2,316
New +$211K 0.12% 84