CWM
C2C Wealth Management’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
Q4 | – | Sell |
-2,213
| Closed | -$264K | – | 89 |
|
|
2024
Q3 | $264K | Hold |
2,213
| – | – | 0.25% | 73 |
|
|
2024
Q2 | $244K | Hold |
2,213
| – | – | 0.24% | 77 |
|
|
2024
Q1 | $253K | Hold |
2,213
| – | – | 0.25% | 76 |
|
|
2023
Q4 | $233K | Buy |
+2,213
| New | +$233K | 0.2% | 98 |
|
|
2022
Q1 | – | Sell |
-1,763
| Closed | -$203K | – | 216 |
|
|
2021
Q4 | $203K | Buy |
+1,763
| New | +$203K | 0.03% | 209 |
|