Halpern Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $584K | Hold |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $583K | Hold |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $455K | Buy |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $279K | Hold |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $204K | Buy |
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