Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $297K | Buy |
2,342
+1
| +0% | +$127 | 0.02% | 214 |
|
|
2024
Q3 | $275K | Buy |
+2,341
| New | +$275K | 0.02% | 229 |
|
|
2019
Q3 | – | Sell |
-396
| Closed | -$28K | – | 466 |
|
|
2019
Q2 | $28K | Hold |
396
| – | – | ﹤0.01% | 407 |
|
|
2019
Q1 | $27K | Hold |
396
| – | – | ﹤0.01% | 378 |
|
|
2018
Q4 | $23K | Buy |
+396
| New | +$23K | ﹤0.01% | 406 |
|