CIC Wealth’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 | $251K | Hold |
2,138
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $236K | Hold |
2,138
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $244K | Hold |
2,138
| – | – | 0.07% | 142 |
|
|
2023
Q4 | $223K | Buy |
+2,138
| New | +$223K | 0.07% | 145 |
|
|
2023
Q3 | – | Sell |
-2,138
| Closed | -$207K | – | 157 |
|
|
2023
Q2 | $207K | Sell |
2,138
-1,168
| -35% | -$113K | 0.07% | 152 |
|
|
2023
Q1 | $301K | Sell |
3,306
-450
| -12% | -$41K | 0.11% | 114 |
|
|
2022
Q4 | $314K | Buy |
+3,756
| New | +$314K | 0.13% | 113 |
|