Colorado Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,080
| Closed | -$235K | – | 81 |
|
|
2019
Q4 | $235K | Hold |
3,080
| – | – | 0.17% | 70 |
|
|
2019
Q3 | $217K | Hold |
3,080
| – | – | 0.16% | 76 |
|
|
2019
Q2 | $220K | Hold |
3,080
| – | – | 0.16% | 78 |
|
|
2019
Q1 | $208K | Hold |
3,080
| – | – | 0.16% | 82 |
|
|
2018
Q4 | $175K | Hold |
3,080
| – | – | 0.15% | 78 |
|
|
2018
Q3 | $208K | Buy |
+3,080
| New | +$208K | 0.15% | 83 |
|
|
2018
Q2 | – | Sell |
-3,260
| Closed | -$200K | – | 91 |
|
|
2018
Q1 | $200K | Buy |
+3,260
| New | +$200K | 0.13% | 86 |
|