Homrich & Berg’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
Q3 | $482K | Sell |
4,300
-303
| -7% | -$34K | 0.01% | 306 |
|
|
2021
Q2 | $521K | Hold |
4,603
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $470K | Sell |
4,603
-914
| -17% | -$93.3K | 0.01% | 280 |
|
|
2020
Q4 | $566K | Sell |
5,517
-2,375
| -30% | -$244K | 0.02% | 256 |
|
|
2020
Q3 | $682K | Buy |
7,892
+2,978
| +61% | +$257K | 0.02% | 196 |
|
|
2020
Q2 | $389K | Buy |
4,914
+900
| +22% | +$71.2K | 0.02% | 226 |
|
|
2020
Q1 | $244K | Hold |
4,014
| – | – | 0.01% | 252 |
|
|
2019
Q4 | $306K | Buy |
4,014
+156
| +4% | +$11.9K | 0.01% | 296 |
|
|
2019
Q3 | $273K | Buy |
3,858
+330
| +9% | +$23.4K | 0.01% | 288 |
|
|
2019
Q2 | $252K | Buy |
+3,528
| New | +$252K | 0.01% | 309 |
|