BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24
| Closed | -$2.19K | – | 975 |
|
|
2023
Q1 | $2.19K | Buy |
+24
| New | +$2.19K | ﹤0.01% | 816 |
|
|
2019
Q2 | – | Sell |
-390
| Closed | -$26K | – | 755 |
|
|
2019
Q1 | $26K | Hold |
390
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $22K | Sell |
390
-118
| -23% | -$6.66K | 0.01% | 388 |
|
|
2018
Q3 | $34K | Buy |
508
+118
| +30% | +$7.9K | 0.01% | 361 |
|
|
2018
Q2 | $25K | Buy |
+390
| New | +$25K | 0.01% | 405 |
|