Cedar Brook Financial Partners’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
Q2 | – | Sell |
-6,206
| Closed | -$708K | – | 222 |
|
|
2024
Q1 | $708K | Hold |
6,206
| – | – | 0.14% | 163 |
|
|
2023
Q4 | $641K | Hold |
6,206
| – | – | 0.14% | 155 |
|
|
2023
Q3 | $567K | Hold |
6,206
| – | – | 0.15% | 150 |
|
|
2023
Q2 | $600K | Hold |
6,206
| – | – | 0.14% | 152 |
|
|
2023
Q1 | $565K | Hold |
6,206
| – | – | 0.15% | 162 |
|
|
2022
Q4 | $519K | Hold |
6,206
| – | – | 0.15% | 167 |
|
|
2022
Q3 | $487K | Hold |
6,206
| – | – | 0.16% | 166 |
|
|
2022
Q2 | $492K | Hold |
6,206
| – | – | 0.15% | 167 |
|
|
2022
Q1 | $624K | Hold |
6,206
| – | – | 0.16% | 155 |
|
|
2021
Q4 | $715K | Hold |
6,206
| – | – | 0.18% | 133 |
|
|
2021
Q3 | $696K | Buy |
+6,206
| New | +$696K | 0.21% | 121 |
|