Icon Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q2 | $333K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $528K | Sell |
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|
2021
Q3 | $545K | Hold |
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|
2021
Q2 | $550K | Hold |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $496K | Hold |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $382K | Hold |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $369K | Hold |
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|
2019
Q3 | $342K | Hold |
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|
2019
Q2 | $345K | Hold |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $496K | Sell |
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|
2018
Q1 | $661K | Sell |
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|
2017
Q4 | $935K | Buy |
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