BTR Capital 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
Q3 | $519K | Hold |
6,612
| – | – | 0.08% | 111 |
|
|
2022
Q2 | $524K | Sell |
6,612
-600
| -8% | -$47.6K | 0.08% | 112 |
|
|
2022
Q1 | $725K | Sell |
7,212
-1,200
| -14% | -$121K | 0.09% | 102 |
|
|
2021
Q4 | $969K | Hold |
8,412
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $943K | Sell |
8,412
-500
| -6% | -$56.1K | 0.12% | 87 |
|
|
2021
Q2 | $1.01M | Hold |
8,912
| – | – | 0.13% | 85 |
|
|
2021
Q1 | $910K | Sell |
8,912
-2,100
| -19% | -$214K | 0.13% | 90 |
|
|
2020
Q4 | $1.13M | Hold |
11,012
| – | – | 0.18% | 77 |
|
|
2020
Q3 | $952K | Hold |
11,012
| – | – | 0.17% | 75 |
|
|
2020
Q2 | $871K | Hold |
11,012
| – | – | 0.16% | 77 |
|
|
2020
Q1 | $669K | Buy |
+11,012
| New | +$669K | 0.15% | 83 |
|