DBIA
Dumont & Blake Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,111
| Closed | -$2.32M | – | 211 |
|
|
2021
Q4 | $2.32M | Buy |
20,111
+281
| +1% | +$32.4K | 0.6% | 42 |
|
|
2021
Q3 | $2.22M | Buy |
19,830
+217
| +1% | +$24.3K | 0.64% | 41 |
|
|
2021
Q2 | $2.22M | Buy |
19,613
+518
| +3% | +$58.6K | 0.63% | 42 |
|
|
2021
Q1 | $1.95M | Buy |
19,095
+823
| +5% | +$84K | 0.6% | 44 |
|
|
2020
Q4 | $1.88M | Buy |
18,272
+9,389
| +106% | +$964K | 0.64% | 42 |
|
|
2020
Q3 | $1.54M | Buy |
8,883
+465
| +6% | +$80.4K | 0.58% | 50 |
|
|
2020
Q2 | $1.33M | Buy |
+8,418
| New | +$1.33M | 0.56% | 51 |
|