Baystate Wealth Management’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
2023
Q4
$1.73M Buy
2023
Q3
$1.42M Buy
2023
Q2
$1.47M Buy
2023
Q1
$1.31M Buy
2022
Q4
$996K Buy
2022
Q3
$899K Sell
2022
Q2
$969K Buy
2022
Q1
$392K Buy
2021
Q4
$60K Sell
2021
Q3
$68K Buy
2021
Q2
$63K Buy
2019
Q2
Sell
2019
Q1
$5K Hold
2018
Q4
$4K Buy