EWA
Etesian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,200
| Closed | -$905K | – | 142 |
|
|
2024
Q2 | $905K | Hold |
8,200
| – | – | 0.51% | 60 |
|
|
2024
Q1 | $936K | Hold |
8,200
| – | – | 0.54% | 60 |
|
|
2023
Q4 | $862K | Hold |
8,200
| – | – | 0.52% | 62 |
|
|
2023
Q3 | $749K | Hold |
8,200
| – | – | 0.5% | 63 |
|
|
2023
Q2 | $792K | Hold |
8,200
| – | – | 0.52% | 64 |
|
|
2023
Q1 | $747K | Hold |
8,200
| – | – | 0.5% | 66 |
|
|
2022
Q4 | $686K | Buy |
+8,200
| New | +$686K | 0.5% | 68 |
|