BBA
Braun-Bostich & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,854
| Closed | -$326K | – | 127 |
|
|
2024
Q1 | $326K | Hold |
2,854
| – | – | 0.27% | 86 |
|
|
2023
Q4 | $298K | Buy |
+2,854
| New | +$298K | 0.27% | 93 |
|
|
2022
Q2 | – | Sell |
-2,160
| Closed | -$217K | – | 72 |
|
|
2022
Q1 | $217K | Buy |
+2,160
| New | +$217K | 0.47% | 65 |
|
|
2021
Q4 | – | Sell |
-2,160
| Closed | -$242K | – | 127 |
|
|
2021
Q3 | $242K | Hold |
2,160
| – | – | 0.46% | 60 |
|
|
2021
Q2 | $245K | Sell |
2,160
-607
| -22% | -$68.9K | 0.45% | 56 |
|
|
2021
Q1 | $282K | Sell |
2,767
-3,012
| -52% | -$307K | 0.54% | 50 |
|
|
2020
Q4 | $593K | Sell |
5,779
-20,644
| -78% | -$2.12M | 1.19% | 26 |
|
|
2020
Q3 | $4.57M | Sell |
26,423
-13,172
| -33% | -$2.28M | 4.54% | 5 |
|
|
2020
Q2 | $6.26M | Sell |
39,595
-1
| -0% | -$158 | 6.11% | 4 |
|
|
2020
Q1 | $4.6M | Sell |
39,596
-3,347
| -8% | -$389K | 5.86% | 3 |
|
|
2019
Q4 | $6.62M | Buy |
42,943
+2,323
| +6% | +$358K | 6.52% | 3 |
|
|
2019
Q3 | $5.74M | Buy |
40,620
+2,303
| +6% | +$326K | 6.67% | 3 |
|
|
2019
Q2 | $5.46M | Buy |
38,317
+11,757
| +44% | +$1.68M | 5.71% | 3 |
|
|
2019
Q1 | $3.6M | Buy |
+26,560
| New | +$3.6M | 3.75% | 4 |
|