Balasa Dinverno & Foltz’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $14.1M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $15.9M | Sell |
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|
2020
Q4 | $13.8M | Sell |
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|
2020
Q3 | $11.1M | Sell |
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|
2020
Q2 | $10.7M | Sell |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.25M | Buy |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q2 | $213K | Sell |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $349K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.27M | Buy |
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|
2015
Q3 | $703K | Buy |
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|
2015
Q2 | $317K | Buy |
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|
2015
Q1 | $300K | Sell |
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|
2014
Q4 | $386K | Buy |
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|
2014
Q3 | $263K | Buy |
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|
2014
Q2 | $212K | Hold |
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|
2014
Q1 | $216K | Hold |
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|
2013
Q4 | $210K | Buy |
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