Clear Investment Research’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
Q1 | – | Sell |
-3,220
| Closed | -$331K | – | 131 |
|
|
2020
Q4 | $331K | Buy |
3,220
+262
| +9% | +$26.9K | 0.6% | 28 |
|
|
2020
Q3 | $256K | Buy |
2,958
+4
| +0.1% | +$346 | 0.52% | 34 |
|
|
2020
Q2 | $234K | Buy |
2,954
+646
| +28% | +$51.2K | 0.5% | 36 |
|
|
2020
Q1 | $140K | Hold |
2,308
| – | – | 0.34% | 41 |
|
|
2019
Q4 | $176K | Sell |
2,308
-252
| -10% | -$19.2K | 0.36% | 40 |
|
|
2019
Q3 | $181K | Buy |
2,560
+18
| +0.7% | +$1.27K | 0.39% | 39 |
|
|
2019
Q2 | $181K | Sell |
2,542
-140
| -5% | -$9.97K | 0.3% | 40 |
|
|
2019
Q1 | $182K | Hold |
2,682
| – | – | 0.28% | 38 |
|
|
2018
Q4 | $153K | Buy |
2,682
+816
| +44% | +$46.6K | 0.25% | 39 |
|
|
2018
Q3 | $126K | Buy |
+1,866
| New | +$126K | 0.18% | 46 |
|