IWS
Insight Wealth Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,451
| Closed | -$246K | – | 156 |
|
|
2022
Q1 | $246K | Sell |
2,451
-81
| -3% | -$8.13K | 0.04% | 145 |
|
|
2021
Q4 | $292K | Sell |
2,532
-2
| -0.1% | -$231 | 0.04% | 137 |
|
|
2021
Q3 | $284K | Sell |
2,534
-53
| -2% | -$5.94K | 0.04% | 164 |
|
|
2021
Q2 | $293K | Sell |
2,587
-422
| -14% | -$47.8K | 0.04% | 161 |
|
|
2021
Q1 | $307K | Sell |
3,009
-33
| -1% | -$3.37K | 0.04% | 174 |
|
|
2020
Q4 | $312K | Buy |
3,042
+2
| +0.1% | +$205 | 0.05% | 164 |
|
|
2020
Q3 | $263K | Sell |
3,040
-590
| -16% | -$51K | 0.05% | 158 |
|
|
2020
Q2 | $287K | Sell |
3,630
-1,858
| -34% | -$147K | 0.06% | 132 |
|
|
2020
Q1 | $334K | Sell |
5,488
-221,716
| -98% | -$13.5M | 0.09% | 106 |
|
|
2019
Q4 | $17.3M | Buy |
227,204
+342
| +0.2% | +$26.1K | 3.67% | 8 |
|
|
2019
Q3 | $16M | Buy |
226,862
+21,970
| +11% | +$1.55M | 3.77% | 7 |
|
|
2019
Q2 | $14.6M | Buy |
+204,892
| New | +$14.6M | 3.57% | 9 |
|