IAG Wealth Partners’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
Q2 | – | Sell |
-78
| Closed | -$8.9K | – | 513 |
|
|
2024
Q1 | $8.9K | Buy |
+78
| New | +$8.9K | ﹤0.01% | 327 |
|
|
2022
Q1 | – | Sell |
-135
| Closed | -$16K | – | 456 |
|
|
2021
Q4 | $16K | Sell |
135
-181
| -57% | -$21.5K | 0.01% | 244 |
|
|
2021
Q3 | $36K | Sell |
316
-42
| -12% | -$4.79K | 0.01% | 148 |
|
|
2021
Q2 | $41K | Hold |
358
| – | – | 0.01% | 136 |
|
|
2021
Q1 | $37K | Hold |
358
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $37K | Hold |
358
| – | – | 0.02% | 124 |
|
|
2020
Q3 | $31K | Hold |
358
| – | – | 0.01% | 128 |
|
|
2020
Q2 | $29K | Hold |
358
| – | – | 0.01% | 134 |
|
|
2020
Q1 | $22K | Hold |
358
| – | – | 0.01% | 142 |
|
|
2019
Q4 | $28K | Buy |
+358
| New | +$28K | 0.02% | 152 |
|