Dowling & Yahnke’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
Q1 | – | Sell |
-1,928
| Closed | -$222K | – | 382 |
|
|
2021
Q4 | $222K | Hold |
1,928
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $216K | Buy |
1,928
+16
| +0.8% | +$1.79K | 0.01% | 348 |
|
|
2021
Q2 | $216K | Buy |
+1,912
| New | +$216K | 0.01% | 344 |
|
|
2020
Q1 | – | Sell |
-36
| Closed | -$3K | – | 346 |
|
|
2019
Q4 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 366 |
|