Institutional & Family Asset Management’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 | $18.4K | Hold |
167
| – | – | ﹤0.01% | 344 |
|
2024
Q1 | $19.1K | Hold |
167
| – | – | ﹤0.01% | 332 |
|
2023
Q4 | $17.4K | Hold |
167
| – | – | ﹤0.01% | 328 |
|
2023
Q3 | $15.3K | Hold |
167
| – | – | ﹤0.01% | 335 |
|
2023
Q2 | $16.1K | Hold |
167
| – | – | ﹤0.01% | 332 |
|
2023
Q1 | $15.2K | Hold |
167
| – | – | ﹤0.01% | 336 |
|
2022
Q4 | $14K | Hold |
167
| – | – | ﹤0.01% | 340 |
|
2022
Q3 | $13K | Hold |
167
| – | – | ﹤0.01% | 355 |
|
2022
Q2 | $13K | Hold |
167
| – | – | ﹤0.01% | 358 |
|
2022
Q1 | $17K | Hold |
167
| – | – | ﹤0.01% | 374 |
|
2021
Q4 | $19K | Sell |
167
-71
| -30% | -$8.08K | ﹤0.01% | 375 |
|
2021
Q3 | $27K | Buy |
238
+71
| +43% | +$8.06K | ﹤0.01% | 414 |
|
2021
Q2 | $19K | Hold |
167
| – | – | ﹤0.01% | 486 |
|
2021
Q1 | $17K | Sell |
167
-449
| -73% | -$45.7K | ﹤0.01% | 501 |
|
2020
Q4 | $63K | Hold |
616
| – | – | 0.01% | 297 |
|
2020
Q3 | $53K | Hold |
616
| – | – | 0.01% | 282 |
|
2020
Q2 | $49K | Buy |
616
+206
| +50% | +$16.4K | 0.01% | 306 |
|
2020
Q1 | $25K | Hold |
410
| – | – | 0.01% | 342 |
|
2019
Q4 | $31K | Hold |
410
| – | – | 0.01% | 376 |
|
2019
Q3 | $29K | Hold |
410
| – | – | 0.01% | 355 |
|
2019
Q2 | $29K | Hold |
410
| – | – | 0.01% | 372 |
|
2019
Q1 | $28K | Hold |
410
| – | – | 0.01% | 387 |
|
2018
Q4 | $23K | Hold |
410
| – | – | 0.01% | 391 |
|
2018
Q3 | $28K | Hold |
410
| – | – | 0.01% | 400 |
|
2018
Q2 | $26K | Hold |
410
| – | – | 0.01% | 406 |
|
2018
Q1 | $25K | Buy |
+410
| New | +$25K | 0.01% | 387 |
|