Greenup Street Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-65,928
| Closed | -$6.02M | – | 94 |
|
|
2023
Q3 | $6.02M | Buy |
65,928
+12,635
| +24% | +$1.15M | 1.97% | 13 |
|
|
2023
Q2 | $5.15M | Buy |
53,293
+50,104
| +1,571% | +$4.84M | 1.41% | 20 |
|
|
2023
Q1 | $290K | Sell |
3,189
-383
| -11% | -$34.9K | 0.1% | 69 |
|
|
2022
Q4 | $299K | Sell |
3,572
-1,092
| -23% | -$91.3K | 0.12% | 71 |
|
|
2022
Q3 | $366K | Sell |
4,664
-3,685
| -44% | -$289K | 0.17% | 66 |
|
|
2022
Q2 | $661K | Sell |
8,349
-40,335
| -83% | -$3.19M | 0.31% | 54 |
|
|
2022
Q1 | $4.89M | Sell |
48,684
-4,263
| -8% | -$428K | 2.7% | 6 |
|
|
2021
Q4 | $6.1M | Buy |
+52,947
| New | +$6.1M | 3.58% | 5 |
|