Hayden Royal’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $125K | Buy |
+1,084
| New | +$125K | 0.29% | 111 |
|
2021
Q3 | – | Sell |
-1,824
| Closed | -$206K | – | 144 |
|
2021
Q2 | $206K | Sell |
1,824
-320
| -15% | -$36.1K | 0.11% | 184 |
|
2021
Q1 | $219K | Sell |
2,144
-260
| -11% | -$26.6K | 0.13% | 173 |
|
2020
Q4 | $247K | Hold |
2,404
| – | – | 0.13% | 175 |
|
2020
Q3 | $207K | Buy |
+2,404
| New | +$207K | 0.11% | 182 |
|
2019
Q3 | – | Sell |
-2,932
| Closed | -$214K | – | 170 |
|
2019
Q2 | $214K | Buy |
+2,932
| New | +$214K | 0.23% | 136 |
|