Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,047
| Closed | -$229K | – | 126 |
|
|
2021
Q3 | $229K | Hold |
2,047
| – | – | 0.09% | 94 |
|
|
2021
Q2 | $232K | Sell |
2,047
-255
| -11% | -$28.9K | 0.09% | 96 |
|
|
2021
Q1 | $235K | Sell |
2,302
-1,158
| -33% | -$118K | 0.1% | 94 |
|
|
2020
Q4 | $355K | Buy |
3,460
+598
| +21% | +$61.4K | 0.16% | 71 |
|
|
2020
Q3 | $247K | Buy |
+2,862
| New | +$247K | 0.15% | 75 |
|