BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $202K | Hold |
|
|||||
|
2022
Q1 | $256K | Hold |
|
|||||
|
2021
Q4 | $294K | Hold |
|
|||||
|
2021
Q3 | $286K | Hold |
|
|||||
|
2021
Q2 | $289K | Hold |
|
|||||
|
2021
Q1 | $260K | Sell |
|
|||||
|
2020
Q4 | $286K | Hold |
|
|||||
|
2020
Q3 | $241K | Hold |
|
|||||
|
2020
Q2 | $220K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $740K | Hold |
|
|||||
|
2019
Q3 | $686K | Hold |
|
|||||
|
2019
Q2 | $684K | Sell |
|
|||||
|
2019
Q1 | $829K | Sell |
|
|||||
|
2018
Q4 | $841K | Buy |
|