Investments & Financial Planning LLC’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
Q4
Sell
2023
Q3
$1.77M Sell
2023
Q2
$1.89M Sell
2023
Q1
$1.89M Sell
2022
Q4
$1.94M Buy
2022
Q2
$1.83M Sell
2022
Q1
$2.44M Buy
2021
Q4
$2.41M Buy