BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $202K | Hold |
2,550
| – | – | 0.06% | 65 |
|
|
2022
Q1 | $256K | Hold |
2,550
| – | – | 0.07% | 60 |
|
|
2021
Q4 | $294K | Hold |
2,550
| – | – | 0.08% | 54 |
|
|
2021
Q3 | $286K | Hold |
2,550
| – | – | 0.09% | 44 |
|
|
2021
Q2 | $289K | Hold |
2,550
| – | – | 0.09% | 46 |
|
|
2021
Q1 | $260K | Sell |
2,550
-236
| -8% | -$24.1K | 0.09% | 47 |
|
|
2020
Q4 | $286K | Hold |
2,786
| – | – | 0.11% | 49 |
|
|
2020
Q3 | $241K | Hold |
2,786
| – | – | 0.1% | 51 |
|
|
2020
Q2 | $220K | Buy |
+2,786
| New | +$220K | 0.11% | 49 |
|
|
2020
Q1 | – | Sell |
-9,706
| Closed | -$740K | – | 64 |
|
|
2019
Q4 | $740K | Hold |
9,706
| – | – | 0.38% | 28 |
|
|
2019
Q3 | $686K | Hold |
9,706
| – | – | 0.38% | 29 |
|
|
2019
Q2 | $684K | Sell |
9,706
-2,512
| -21% | -$177K | 0.4% | 29 |
|
|
2019
Q1 | $829K | Sell |
12,218
-556
| -4% | -$37.7K | 0.49% | 26 |
|
|
2018
Q4 | $841K | Buy |
+12,774
| New | +$841K | 0.36% | 36 |
|