Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $361K | Sell |
2,854
-1,159
| -29% | -$147K | 0.27% | 62 |
|
|
2024
Q3 | $470K | Sell |
4,013
-435
| -10% | -$50.9K | 0.14% | 144 |
|
|
2024
Q2 | $490K | Buy |
4,448
+76
| +2% | +$8.37K | 0.14% | 139 |
|
|
2024
Q1 | $499K | Buy |
4,372
+293
| +7% | +$33.4K | 0.15% | 135 |
|
|
2023
Q4 | $426K | Buy |
4,079
+2,856
| +234% | +$298K | 0.14% | 136 |
|
|
2023
Q3 | $112K | Buy |
+1,223
| New | +$112K | 0.04% | 297 |
|
|
2023
Q1 | $125K | Buy |
+1,368
| New | +$125K | 0.05% | 259 |
|
|
2022
Q4 | – | Sell |
-1,351
| Closed | -$106K | – | 722 |
|
|
2022
Q3 | $106K | Buy |
+1,351
| New | +$106K | 0.04% | 260 |
|