HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $7K | Hold |
67
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 261 |
|
|
2021
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 252 |
|
|
2021
Q2 | $8K | Hold |
67
| – | – | ﹤0.01% | 263 |
|
|
2021
Q1 | $7K | Sell |
67
-15
| -18% | -$1.57K | ﹤0.01% | 278 |
|
|
2020
Q4 | $8K | Hold |
82
| – | – | 0.01% | 278 |
|
|
2020
Q3 | $7K | Hold |
82
| – | – | 0.01% | 288 |
|
|
2020
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 282 |
|
|
2020
Q1 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 298 |
|