Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,742
| Closed | -$1.61M | – | 226 |
|
|
2022
Q1 | $1.61M | Buy |
15,742
+550
| +4% | +$56.4K | 1.11% | 12 |
|
|
2021
Q4 | $1.75M | Hold |
15,192
| – | – | 1.2% | 12 |
|
|
2021
Q3 | $1.7M | Hold |
15,192
| – | – | 1.24% | 12 |
|
|
2021
Q2 | $1.72M | Sell |
15,192
-100
| -0.7% | -$11.3K | 1.3% | 11 |
|
|
2021
Q1 | $1.56M | Sell |
15,292
-250
| -2% | -$25.5K | 1.29% | 11 |
|
|
2020
Q4 | $1.6M | Buy |
+15,542
| New | +$1.6M | 1.43% | 10 |
|