Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.24M | Buy |
11,024
+11
| +0.1% | +$1.23K | 0.19% | 65 |
|
|
2021
Q2 | $1.25M | Sell |
11,013
-3,325
| -23% | -$376K | 0.2% | 61 |
|
|
2021
Q1 | $1.46M | Buy |
14,338
+634
| +5% | +$64.7K | 0.31% | 42 |
|
|
2020
Q4 | $1.41M | Buy |
13,704
+412
| +3% | +$42.3K | 0.34% | 40 |
|
|
2020
Q3 | $1.15M | Sell |
13,292
-6
| -0% | -$518 | 0.33% | 43 |
|
|
2020
Q2 | $1.05M | Buy |
13,298
+18
| +0.1% | +$1.42K | 0.28% | 50 |
|
|
2020
Q1 | $807K | Sell |
13,280
-934
| -7% | -$56.8K | 0.26% | 47 |
|
|
2019
Q4 | $1.08M | Buy |
14,214
+26
| +0.2% | +$1.98K | 0.31% | 35 |
|
|
2019
Q3 | $1M | Sell |
14,188
-1,214
| -8% | -$85.7K | 0.31% | 35 |
|
|
2019
Q2 | $1.1M | Sell |
15,402
-482
| -3% | -$34.4K | 0.35% | 33 |
|
|
2019
Q1 | $1.08M | Buy |
15,884
+28
| +0.2% | +$1.9K | 0.36% | 33 |
|
|
2018
Q4 | $901K | Buy |
15,856
+76
| +0.5% | +$4.32K | 0.35% | 34 |
|
|
2018
Q3 | $1.07M | Buy |
15,780
+32
| +0.2% | +$2.17K | 0.45% | 31 |
|
|
2018
Q2 | $998K | Sell |
15,748
-3,676
| -19% | -$233K | 0.35% | 39 |
|
|
2018
Q1 | $1.19M | Sell |
19,424
-3,198
| -14% | -$197K | 0.46% | 33 |
|
|
2017
Q4 | $1.37M | Buy |
+22,622
| New | +$1.37M | 0.45% | 38 |
|