Kowal Investment 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 | $245K | Buy |
+2,088
| New | +$245K | 0.05% | 175 |
|
|
2024
Q2 | – | Sell |
-1,815
| Closed | -$207K | – | 188 |
|
|
2024
Q1 | $207K | Buy |
+1,815
| New | +$207K | 0.04% | 170 |
|
|
2022
Q4 | – | Sell |
-3,095
| Closed | -$243K | – | 158 |
|
|
2022
Q3 | $243K | Buy |
3,095
+8
| +0.3% | +$628 | 0.08% | 121 |
|
|
2022
Q2 | $245K | Sell |
3,087
-1,175
| -28% | -$93.3K | 0.08% | 122 |
|
|
2022
Q1 | $428K | Sell |
4,262
-109
| -2% | -$10.9K | 0.13% | 70 |
|
|
2021
Q4 | $504K | Buy |
4,371
+3
| +0.1% | +$346 | 0.15% | 58 |
|
|
2021
Q3 | $489K | Buy |
4,368
+5
| +0.1% | +$560 | 0.15% | 49 |
|
|
2021
Q2 | $494K | Sell |
4,363
-191
| -4% | -$21.6K | 0.18% | 50 |
|
|
2021
Q1 | $465K | Sell |
4,554
-712
| -14% | -$72.7K | 0.19% | 49 |
|
|
2020
Q4 | $560K | Buy |
+5,266
| New | +$560K | 0.26% | 41 |
|