Cascadia Advisory Services’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
2021
Q2
Sell
-14,683
Closed -$1.5M 250
2021
Q1
$1.5M Buy
+14,683
New +$1.5M 0.33% 100
2020
Q3
$931K Buy
10,772
+1,354
+14% +$117K 0.26% 115
2020
Q2
$745K Buy
+9,418
New +$745K 0.23% 105
2019
Q4
$210K Buy
+2,754
New +$210K 0.06% 230