Dakota Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,080
| Closed | -$235K | – | 352 |
|
|
2021
Q2 | $235K | Sell |
2,080
-64
| -3% | -$7.23K | 0.03% | 298 |
|
|
2021
Q1 | $219K | Hold |
2,144
| – | – | 0.03% | 283 |
|
|
2020
Q4 | $220K | Sell |
2,144
-2,832
| -57% | -$291K | 0.03% | 289 |
|
|
2020
Q3 | $430K | Sell |
4,976
-1,040
| -17% | -$89.9K | 0.07% | 187 |
|
|
2020
Q2 | $476K | Hold |
6,016
| – | – | 0.08% | 168 |
|
|
2020
Q1 | $366K | Sell |
6,016
-1,244
| -17% | -$75.7K | 0.08% | 175 |
|
|
2019
Q4 | $554K | Hold |
7,260
| – | – | 0.09% | 180 |
|
|
2019
Q3 | $513K | Buy |
+7,260
| New | +$513K | 0.09% | 181 |
|