DB Wealth Management 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 | $111K | Hold |
1,060
| – | – | 0.06% | 112 |
|
|
2023
Q3 | $96.8K | Buy |
1,060
+770
| +266% | +$70.3K | 0.06% | 114 |
|
|
2023
Q2 | $28K | Hold |
290
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $26.4K | Hold |
290
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $24.2K | Hold |
290
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $23K | Hold |
290
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $23K | Sell |
290
-749
| -72% | -$59.4K | 0.02% | 216 |
|
|
2022
Q1 | $104K | Buy |
1,039
+109
| +12% | +$10.9K | 0.06% | 116 |
|
|
2021
Q4 | $107K | Buy |
930
+640
| +221% | +$73.6K | 0.06% | 112 |
|
|
2021
Q3 | $33K | Hold |
290
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $33K | Hold |
290
| – | – | 0.02% | 192 |
|
|
2021
Q1 | $30K | Hold |
290
| – | – | 0.02% | 201 |
|
|
2020
Q4 | $30K | Buy |
+290
| New | +$30K | 0.02% | 188 |
|