JWM
Janiczek Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $141K | Hold |
1,275
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $146K | Hold |
1,275
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $133K | Sell |
1,275
-380
| -23% | -$39.7K | 0.03% | 231 |
|
|
2023
Q3 | $151K | Hold |
1,655
| – | – | 0.04% | 181 |
|
|
2023
Q2 | $160K | Hold |
1,655
| – | – | 0.04% | 159 |
|
|
2023
Q1 | $150K | Hold |
1,655
| – | – | 0.04% | 155 |
|
|
2022
Q4 | $145K | Hold |
1,655
| – | – | 0.04% | 167 |
|
|
2022
Q3 | $132K | Hold |
1,655
| – | – | 0.04% | 152 |
|
|
2022
Q2 | $147K | Hold |
1,655
| – | – | 0.04% | 146 |
|
|
2022
Q1 | $166K | Hold |
1,655
| – | – | 0.05% | 140 |
|
|
2021
Q4 | $191K | Buy |
1,655
+224
| +16% | +$25.9K | 0.06% | 113 |
|
|
2021
Q3 | $160K | Buy |
1,431
+19
| +1% | +$2.12K | 0.06% | 119 |
|
|
2021
Q2 | $160K | Hold |
1,412
| – | – | 0.06% | 108 |
|
|
2021
Q1 | $144K | Hold |
1,412
| – | – | 0.06% | 97 |
|
|
2020
Q4 | $145K | Buy |
1,412
+706
| +100% | +$72.5K | 0.07% | 79 |
|
|
2020
Q3 | $122K | Hold |
706
| – | – | 0.07% | 58 |
|
|
2020
Q2 | $112K | Buy |
+706
| New | +$112K | 0.06% | 51 |
|