Laird Norton Wetherby Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,096
| Closed | -$312K | – | 716 |
|
|
2019
Q4 | $312K | Hold |
4,096
| – | – | 0.03% | 527 |
|
|
2019
Q3 | $289K | Hold |
4,096
| – | – | 0.03% | 558 |
|
|
2019
Q2 | $292K | Sell |
4,096
-772
| -16% | -$55K | 0.03% | 544 |
|
|
2019
Q1 | $330K | Sell |
4,868
-1,962
| -29% | -$133K | 0.04% | 480 |
|
|
2018
Q4 | $388K | Buy |
6,830
+10
| +0.1% | +$568 | 0.05% | 394 |
|
|
2018
Q3 | $462K | Buy |
6,820
+776
| +13% | +$52.6K | 0.06% | 386 |
|
|
2018
Q2 | $383K | Buy |
+6,044
| New | +$383K | 0.05% | 409 |
|
|
2018
Q1 | – | Sell |
-1,944
| Closed | -$117K | – | 666 |
|
|
2017
Q4 | $117K | Buy |
1,944
+8
| +0.4% | +$481 | 0.02% | 627 |
|
|
2017
Q3 | $110K | Buy |
+1,936
| New | +$110K | 0.02% | 604 |
|