DJYG
David J. Yvars Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,876
| Closed | -$263K | – | 79 |
|
|
2023
Q3 | $263K | Hold |
2,876
| – | – | 0.22% | 54 |
|
|
2023
Q2 | $275K | Hold |
2,876
| – | – | 0.23% | 58 |
|
|
2023
Q1 | $257K | Hold |
2,876
| – | – | 0.23% | 60 |
|
|
2022
Q4 | $241K | Hold |
2,876
| – | – | 0.3% | 53 |
|
|
2022
Q3 | $228K | Hold |
2,876
| – | – | 0.25% | 53 |
|
|
2022
Q2 | $228K | Hold |
2,876
| – | – | 0.31% | 50 |
|
|
2022
Q1 | $293K | Sell |
2,876
-2,625
| -48% | -$267K | 0.2% | 61 |
|
|
2021
Q4 | $636K | Sell |
5,501
-1,745
| -24% | -$202K | 0.39% | 34 |
|
|
2021
Q3 | $812K | Hold |
7,246
| – | – | 0.47% | 35 |
|
|
2021
Q2 | $824K | Hold |
7,246
| – | – | 0.46% | 36 |
|
|
2021
Q1 | $727K | Hold |
7,246
| – | – | 0.46% | 36 |
|
|
2020
Q4 | $745K | Buy |
+7,246
| New | +$745K | 0.5% | 30 |
|