Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $181K | Hold |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $205K | Hold |
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|
2018
Q4 | $175K | Hold |
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|
2018
Q3 | $204K | Hold |
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|
2018
Q2 | $191K | Hold |
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|
2018
Q1 | $185K | Hold |
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|
2017
Q4 | $182K | Hold |
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|
2017
Q3 | $173K | Sell |
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|
2017
Q2 | $173K | Hold |
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|
2017
Q1 | $166K | Hold |
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|
2016
Q4 | $156K | Buy |
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|
2016
Q3 | $144K | Buy |
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|
2016
Q2 | $96K | Hold |
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|
2016
Q1 | $95K | Sell |
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|
2015
Q4 | $95K | Hold |
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|
2015
Q3 | $95K | Buy |
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|
2015
Q2 | $94K | Hold |
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|
2015
Q1 | $95K | Buy |
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|
2014
Q4 | $84K | Sell |
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|
2014
Q3 | $140K | Buy |
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|
2014
Q2 | $117K | Hold |
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|
2014
Q1 | $112K | Hold |
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|
2013
Q4 | $110K | Hold |
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|
2013
Q3 | $102K | Hold |
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|
2013
Q2 | $93K | Buy |
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