Gradient Investments’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
Q3 | – | Sell |
-374
| Closed | -$41.3K | – | 832 |
|
|
2024
Q2 | $41.3K | Sell |
374
-30
| -7% | -$3.31K | ﹤0.01% | 520 |
|
|
2024
Q1 | $46.1K | Sell |
404
-200
| -33% | -$22.8K | ﹤0.01% | 437 |
|
|
2023
Q4 | $63.1K | Sell |
604
-19
| -3% | -$1.99K | ﹤0.01% | 499 |
|
|
2023
Q3 | $56.9K | Sell |
623
-54
| -8% | -$4.93K | ﹤0.01% | 480 |
|
|
2023
Q2 | $65.4K | Buy |
677
+19
| +3% | +$1.84K | ﹤0.01% | 460 |
|
|
2023
Q1 | $59.9K | Sell |
658
-556
| -46% | -$50.6K | ﹤0.01% | 468 |
|
|
2022
Q4 | $101K | Buy |
1,214
+520
| +75% | +$43.5K | ﹤0.01% | 391 |
|
|
2022
Q3 | $54K | Buy |
694
+110
| +19% | +$8.56K | ﹤0.01% | 467 |
|
|
2022
Q2 | $46K | Buy |
584
+332
| +132% | +$26.2K | ﹤0.01% | 490 |
|
|
2022
Q1 | $25K | Sell |
252
-90
| -26% | -$8.93K | ﹤0.01% | 603 |
|
|
2021
Q4 | $39K | Buy |
342
+14
| +4% | +$1.6K | ﹤0.01% | 526 |
|
|
2021
Q3 | $37K | Sell |
328
-35
| -10% | -$3.95K | ﹤0.01% | 522 |
|
|
2021
Q2 | $41K | Buy |
363
+55
| +18% | +$6.21K | ﹤0.01% | 496 |
|
|
2021
Q1 | $31K | Buy |
308
+154
| +100% | +$15.5K | ﹤0.01% | 548 |
|
|
2020
Q4 | $27K | Sell |
154
-154
| -50% | -$27K | ﹤0.01% | 510 |
|
|
2020
Q3 | $27K | Buy |
308
+110
| +56% | +$9.64K | ﹤0.01% | 514 |
|
|
2020
Q2 | $16K | Sell |
198
-202
| -51% | -$16.3K | ﹤0.01% | 571 |
|
|
2020
Q1 | $24K | Buy |
400
+202
| +102% | +$12.1K | ﹤0.01% | 475 |
|
|
2019
Q4 | $15K | Sell |
198
-116
| -37% | -$8.79K | ﹤0.01% | 613 |
|
|
2019
Q3 | $22K | Buy |
314
+306
| +3,825% | +$21.4K | ﹤0.01% | 515 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 953 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 798 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1004 |
|
|
2018
Q3 | $1K | Sell |
8
-118
| -94% | -$14.8K | ﹤0.01% | 914 |
|
|
2018
Q2 | $8K | Buy |
126
+118
| +1,475% | +$7.49K | ﹤0.01% | 651 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1045 |
|
|
2017
Q3 | – | Sell |
-8
| Closed | – | – | 475 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 856 |
|
|
2017
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 794 |
|
|
2016
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 763 |
|
|
2016
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 743 |
|
|
2016
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 748 |
|