JDM Financial Group’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
Q3 | – | Sell |
-134
| Closed | -$14.7K | – | 413 |
|
|
2024
Q2 | $14.7K | Hold |
134
| – | – | 0.01% | 123 |
|
|
2024
Q1 | $15.3K | Hold |
134
| – | – | 0.01% | 119 |
|
|
2023
Q4 | $14K | Hold |
134
| – | – | 0.01% | 116 |
|
|
2023
Q3 | $12.2K | Hold |
134
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $12.9K | Hold |
134
| – | – | 0.01% | 117 |
|
|
2023
Q1 | $12.2K | Buy |
134
+1
| +0.8% | +$91 | 0.01% | 124 |
|
|
2022
Q4 | $11.1K | Buy |
+133
| New | +$11.1K | 0.01% | 125 |
|