DI
Disciplined Investments’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
Q2 | – | Sell |
-28,153
| Closed | -$2.56M | – | 1709 |
|
|
2023
Q1 | $2.56M | Buy |
28,153
+13
| +0% | +$1.18K | 1.08% | 30 |
|
|
2022
Q4 | $2.35M | Buy |
28,140
+22
| +0.1% | +$1.84K | 1.15% | 29 |
|
|
2022
Q3 | $2.21M | Buy |
28,118
+18
| +0.1% | +$1.41K | 1.01% | 30 |
|
|
2022
Q2 | $2.23M | Buy |
28,100
+11
| +0% | +$871 | 1.01% | 31 |
|
|
2022
Q1 | $2.82M | Sell |
28,089
-314
| -1% | -$31.6K | 1.17% | 28 |
|
|
2021
Q4 | $3.27M | Hold |
28,403
| – | – | 1.44% | 24 |
|
|
2021
Q3 | $3.18M | Hold |
28,403
| – | – | 1.54% | 19 |
|
|
2021
Q2 | $3.22M | Hold |
28,403
| – | – | 1.65% | 18 |
|
|
2021
Q1 | $2.9M | Sell |
28,403
-2,773
| -9% | -$283K | 1.71% | 19 |
|
|
2020
Q4 | $3.2M | Buy |
31,176
+15,588
| +100% | +$1.6M | 2.14% | 14 |
|
|
2020
Q3 | $2.7M | Hold |
15,588
| – | – | 1.99% | 15 |
|
|
2020
Q2 | $2.47M | Sell |
15,588
-1,289
| -8% | -$204K | 1.92% | 14 |
|
|
2020
Q1 | $2.05M | Buy |
16,877
+5,995
| +55% | +$729K | 1.95% | 11 |
|
|
2019
Q4 | $1.66M | Buy |
+10,882
| New | +$1.66M | 1.4% | 20 |
|