Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-280
| Closed | -$27.1K | – | 373 |
|
|
2023
Q2 | $27.1K | Hold |
280
| – | – | 0.03% | 238 |
|
|
2023
Q1 | $25.5K | Hold |
280
| – | – | 0.03% | 246 |
|
|
2022
Q4 | $23.4K | Hold |
280
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $22K | Hold |
280
| – | – | 0.02% | 242 |
|
|
2022
Q2 | $22K | Hold |
280
| – | – | 0.02% | 269 |
|
|
2022
Q1 | $28K | Sell |
280
-256
| -48% | -$25.6K | 0.02% | 256 |
|
|
2021
Q4 | $62K | Sell |
536
-300
| -36% | -$34.7K | 0.04% | 211 |
|
|
2021
Q3 | $94K | Sell |
836
-386
| -32% | -$43.4K | 0.06% | 166 |
|
|
2021
Q2 | $138K | Hold |
1,222
| – | – | 0.09% | 132 |
|
|
2021
Q1 | $125K | Sell |
1,222
-620
| -34% | -$63.4K | 0.08% | 138 |
|
|
2020
Q4 | $189K | Buy |
+1,842
| New | +$189K | 0.13% | 110 |
|