Gupta Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $136K | Hold |
2,950
| – | – | 0.03% | 287 |
|
|
2015
Q4 | $136K | Hold |
2,950
| – | – | 0.03% | 290 |
|
|
2015
Q3 | $131K | Hold |
2,950
| – | – | 0.03% | 307 |
|
|
2015
Q2 | $143K | Buy |
2,950
+902
| +44% | +$43.7K | 0.04% | 296 |
|
|
2015
Q1 | $100K | Buy |
+2,048
| New | +$100K | 0.03% | 304 |
|