Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $48.4K | Hold |
413
| – | – | 0.02% | 312 |
|
|
2024
Q2 | $45.6K | Buy |
413
+97
| +31% | +$10.7K | 0.02% | 303 |
|
|
2024
Q1 | $36.1K | Hold |
316
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $33K | Hold |
316
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $28.9K | Hold |
316
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $30.5K | Hold |
316
| – | – | 0.01% | 344 |
|
|
2023
Q1 | $28.8K | Sell |
316
-90
| -22% | -$8.2K | 0.01% | 343 |
|
|
2022
Q4 | $33.9K | Hold |
406
| – | – | 0.02% | 322 |
|
|
2022
Q3 | $32K | Hold |
406
| – | – | 0.02% | 328 |
|
|
2022
Q2 | $32K | Hold |
406
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $41K | Hold |
406
| – | – | 0.02% | 317 |
|
|
2021
Q4 | $47K | Hold |
406
| – | – | 0.02% | 300 |
|
|
2021
Q3 | $46K | Hold |
406
| – | – | 0.02% | 286 |
|
|
2021
Q2 | $46K | Hold |
406
| – | – | 0.02% | 292 |
|
|
2021
Q1 | $41K | Sell |
406
-197
| -33% | -$19.9K | 0.02% | 299 |
|
|
2020
Q4 | $62K | Sell |
603
-187
| -24% | -$19.2K | 0.04% | 233 |
|
|
2020
Q3 | $68K | Hold |
790
| – | – | 0.05% | 215 |
|
|
2020
Q2 | $62K | Hold |
790
| – | – | 0.05% | 214 |
|
|
2020
Q1 | $48K | Hold |
790
| – | – | 0.04% | 217 |
|
|
2019
Q4 | $60K | Buy |
+790
| New | +$60K | 0.04% | 225 |
|