Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $51.7K | Buy |
+440
| New | +$51.7K | 0.01% | 297 |
|
|
2024
Q2 | $26.5K | Sell |
240
-799
| -77% | -$88.2K | 0.01% | 349 |
|
|
2024
Q1 | $114K | Buy |
1,039
+587
| +130% | +$64.5K | 0.02% | 264 |
|
|
2023
Q4 | $47.2K | Buy |
452
+449
| +14,967% | +$46.9K | ﹤0.01% | 588 |
|
|
2023
Q3 | $278 | Sell |
3
-94
| -97% | -$8.71K | ﹤0.01% | 896 |
|
|
2023
Q2 | $47.6K | Buy |
97
+6
| +7% | +$2.94K | 0.13% | 79 |
|
|
2023
Q1 | $275 | Buy |
91
+7
| +8% | +$21 | 0.01% | 560 |
|
|
2022
Q4 | $38.2K | Buy |
84
+6
| +8% | +$2.73K | 0.2% | 74 |
|
|
2022
Q3 | $236 | Sell |
78
-1
| -1% | -$3 | 0.01% | 521 |
|
|
2022
Q2 | $239 | Sell |
79
-22
| -22% | -$67 | 0.01% | 506 |
|
|
2022
Q1 | $304 | Sell |
101
-14
| -12% | -$42 | 0.01% | 505 |
|
|
2021
Q4 | $350 | Buy |
115
+112
| +3,733% | +$341 | 0.01% | 544 |
|
|
2021
Q3 | $112K | Hold |
3
| – | – | 0.05% | 324 |
|
|
2021
Q2 | $113K | Hold |
3
| – | – | 0.04% | 324 |
|
|
2021
Q1 | $322 | Hold |
3
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 637 |
|
|
2020
Q2 | – | Sell |
-80
| Closed | -$4.87K | – | 455 |
|
|
2020
Q1 | $4.87K | Buy |
80
+8
| +11% | +$487 | 0.02% | 329 |
|
|
2019
Q4 | $153K | Hold |
72
| – | – | 0.11% | 175 |
|
|
2019
Q3 | $5K | Hold |
72
| – | – | ﹤0.01% | 697 |
|
|
2019
Q2 | $5K | Sell |
72
-4
| -5% | -$278 | ﹤0.01% | 689 |
|
|
2019
Q1 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 690 |
|
|
2018
Q3 | $5K | Sell |
90
-46
| -34% | -$2.56K | 0.01% | 730 |
|
|
2018
Q2 | $9K | Buy |
136
+22
| +19% | +$1.46K | 0.01% | 589 |
|
|
2018
Q1 | $7K | Buy |
+114
| New | +$7K | 0.01% | 641 |
|