Fortitude Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-392
Closed -$39K 735
2022
Q1
$39K Hold
392
0.02% 615
2021
Q4
$45K Buy
+392
New +$45.7K 0.02% 576

Other funds holding IWP

Fortitude Advisory Group's IWP Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2022, closing a stake of 392 shares — an estimated $39K sold.

Fortitude Advisory Group first reported a position in IWP in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 827 funds tracked by Wall St. Rank hold IWP as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 392 iShares Russell Mid-Cap Growth ETF shares in Q2 2022, an estimated $39K.
  • Fortitude Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $45K in Q4 2021.
  • 827 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.