Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,458
| Closed | -$104K | – | 318 |
|
|
2019
Q2 | $104K | Buy |
+1,458
| New | +$104K | 0.01% | 180 |
|
|
2014
Q4 | – | Sell |
-14,708
| Closed | -$650K | – | 123 |
|
|
2014
Q3 | $650K | Hold |
14,708
| – | – | 0.07% | 73 |
|
|
2014
Q2 | $659K | Buy |
14,708
+8,858
| +151% | +$397K | 0.07% | 73 |
|
|
2014
Q1 | $251K | Buy |
+5,850
| New | +$251K | 0.03% | 109 |
|