Heritage Wealth Management (Arizona)’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
Q4 | $60.2K | Sell |
720
-3,081
| -81% | -$258K | 0.01% | 474 |
|
|
2022
Q3 | $298K | Buy |
3,801
+3,769
| +11,778% | +$295K | 0.1% | 153 |
|
|
2022
Q2 | $2.54K | Hold |
32
| – | – | ﹤0.01% | 859 |
|
|
2022
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 857 |
|
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 757 |
|
|
2021
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 779 |
|
|
2021
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 686 |
|