Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,105
| Closed | -$312K | – | 117 |
|
|
2022
Q1 | $312K | Buy |
+3,105
| New | +$312K | 0.07% | 106 |
|
|
2017
Q2 | – | Sell |
-4,782
| Closed | -$248K | – | 97 |
|
|
2017
Q1 | $248K | Sell |
4,782
-938
| -16% | -$48.6K | 0.1% | 85 |
|
|
2016
Q4 | $279K | Sell |
5,720
-1,062
| -16% | -$51.8K | 0.11% | 78 |
|
|
2016
Q3 | $330K | Sell |
6,782
-1,430
| -17% | -$69.6K | 0.13% | 84 |
|
|
2016
Q2 | $384K | Sell |
8,212
-2,114
| -20% | -$98.9K | 0.15% | 74 |
|
|
2016
Q1 | $476K | Sell |
10,326
-2,602
| -20% | -$120K | 0.18% | 75 |
|
|
2015
Q4 | $594K | Sell |
12,928
-914
| -7% | -$42K | 0.23% | 64 |
|
|
2015
Q3 | $613K | Buy |
13,842
+400
| +3% | +$17.7K | 0.33% | 43 |
|
|
2015
Q2 | $651K | Buy |
13,442
+12,236
| +1,015% | +$593K | 0.35% | 42 |
|
|
2015
Q1 | $6.15K | Buy |
+1,206
| New | +$6.15K | 0.09% | 60 |
|