Horan Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,040
| Closed | -$90K | – | 178 |
|
|
2020
Q3 | $90K | Buy |
+1,040
| New | +$90K | 0.05% | 127 |
|
|
2020
Q1 | – | Sell |
-1,080
| Closed | -$82K | – | 165 |
|
|
2019
Q4 | $82K | Hold |
1,080
| – | – | 0.05% | 115 |
|
|
2019
Q3 | $76K | Buy |
+1,080
| New | +$76K | 0.05% | 118 |
|
|
2019
Q2 | – | Sell |
-1,080
| Closed | -$73K | – | 161 |
|
|
2019
Q1 | $73K | Buy |
+1,080
| New | +$73K | 0.05% | 122 |
|
|
2017
Q4 | – | Sell |
-1,080
| Closed | -$61K | – | 173 |
|
|
2017
Q3 | $61K | Buy |
+1,080
| New | +$61K | 0.04% | 133 |
|