GoalVest Advisory’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
Sell
-201
Closed -$23.6K 412
2024
Q3
$23.6K Hold
201
0.01% 257
2024
Q2
$22.2K Hold
201
0.01% 234
2024
Q1
$22.9K Sell
201
-334
-62% -$38.1K 0.01% 258
2023
Q4
$55.9K Buy
+535
New +$55.9K 0.02% 128