Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.16M | Sell |
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|
2023
Q2 | $2.3M | Buy |
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|
2023
Q1 | $1.39M | Hold |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $297K | Sell |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $201K | Buy |
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