Disciplined Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
|
|||||
2023
Q1 | $2.56M | Buy |
|
|||||
2022
Q4 | $2.35M | Buy |
|
|||||
2022
Q3 | $2.21M | Buy |
|
|||||
2022
Q2 | $2.23M | Buy |
|
|||||
2022
Q1 | $2.82M | Sell |
|
|||||
2021
Q4 | $3.27M | Hold |
|
|||||
2021
Q3 | $3.18M | Hold |
|
|||||
2021
Q2 | $3.21M | Hold |
|
|||||
2021
Q1 | $2.9M | Sell |
|
|||||
2020
Q4 | $3.2M | Hold |
|
|||||
2020
Q3 | $2.69M | Hold |
|
|||||
2020
Q2 | $2.46M | Sell |
|
|||||
2020
Q1 | $2.05M | Buy |
|
|||||
2019
Q4 | $1.66M | Buy |
|