Investments & Financial Planning LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,353
| Closed | -$1.77M | – | 33 |
|
|
2023
Q3 | $1.77M | Sell |
19,353
-168
| -0.9% | -$15.3K | 1.58% | 13 |
|
|
2023
Q2 | $1.89M | Sell |
19,521
-1,282
| -6% | -$124K | 1.63% | 13 |
|
|
2023
Q1 | $1.89M | Sell |
20,803
-2,411
| -10% | -$220K | 1.74% | 12 |
|
|
2022
Q4 | $1.94M | Buy |
+23,214
| New | +$1.94M | 1.9% | 10 |
|
|
2022
Q2 | $1.83M | Sell |
23,099
-1,157
| -5% | -$91.7K | 1.89% | 11 |
|
|
2022
Q1 | $2.44M | Buy |
24,256
+688
| +3% | +$69.2K | 2.13% | 11 |
|
|
2021
Q4 | $2.41M | Buy |
+23,568
| New | +$2.41M | 2.16% | 10 |
|