Biltmore 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
Q4 | $292K | Sell |
2,530
-1,406
| -36% | -$162K | 0.05% | 116 |
|
|
2021
Q3 | $441K | Hold |
3,936
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $446K | Sell |
3,936
-474
| -11% | -$53.7K | 0.08% | 78 |
|
|
2021
Q1 | $450K | Buy |
4,410
+367
| +9% | +$37.4K | 0.1% | 77 |
|
|
2020
Q4 | $415K | Buy |
4,043
+1,203
| +42% | +$123K | 0.11% | 65 |
|
|
2020
Q3 | $245K | Buy |
+2,840
| New | +$245K | 0.07% | 69 |
|