Cedar Brook Financial Partners’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
Sell
2024
Q1
$708K Hold
2023
Q4
$641K Hold
2023
Q3
$567K Hold
2023
Q2
$600K Hold
2023
Q1
$565K Hold
2022
Q4
$519K Hold
2022
Q3
$487K Hold
2022
Q2
$492K Hold
2022
Q1
$624K Hold
2021
Q4
$715K Hold
2021
Q3
$696K Buy