HCC
Hirtle Callaghan & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,888
| Closed | -$325K | – | 93 |
|
|
2022
Q4 | $325K | Hold |
3,888
| – | – | 0.02% | 98 |
|
|
2022
Q3 | $305K | Sell |
3,888
-27,864
| -88% | -$2.19M | 0.02% | 94 |
|
|
2022
Q2 | $2.52M | Sell |
31,752
-38,648
| -55% | -$3.06M | 0.15% | 43 |
|
|
2022
Q1 | $7.08M | Buy |
70,400
+25,838
| +58% | +$2.6M | 0.34% | 26 |
|
|
2021
Q4 | $5.13M | Buy |
44,562
+33,534
| +304% | +$3.86M | 0.26% | 25 |
|
|
2021
Q3 | $1.24M | Buy |
+11,028
| New | +$1.24M | 0.07% | 31 |
|