Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,830
| Closed | -$326K | – | 357 |
|
|
2021
Q4 | $326K | Hold |
2,830
| – | – | 0.05% | 240 |
|
|
2021
Q3 | $317K | Sell |
2,830
-34
| -1% | -$3.81K | 0.05% | 232 |
|
|
2021
Q2 | $324K | Buy |
+2,864
| New | +$324K | 0.05% | 222 |
|
|
2021
Q1 | – | Sell |
-35,300
| Closed | -$3.62M | – | 155 |
|
|
2020
Q4 | $3.62M | Buy |
35,300
+5,676
| +19% | +$583K | 0.7% | 38 |
|
|
2020
Q3 | $2.56M | Buy |
+29,624
| New | +$2.56M | 0.12% | 59 |
|