Lake Street Advisors 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
Q4 | $233K | Hold |
1,840
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $216K | Hold |
1,840
| – | – | 0.01% | 539 |
|
|
2024
Q2 | $203K | Hold |
1,840
| – | – | 0.01% | 536 |
|
|
2024
Q1 | $210K | Sell |
1,840
-107
| -5% | -$12.2K | 0.01% | 546 |
|
|
2023
Q4 | $203K | Buy |
+1,947
| New | +$203K | 0.01% | 542 |
|
|
2021
Q3 | – | Sell |
-2,160
| Closed | -$248K | – | 332 |
|
|
2021
Q2 | $248K | Hold |
2,160
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $220K | Hold |
2,160
| – | – | 0.02% | 292 |
|
|
2020
Q4 | $222K | Buy |
+2,160
| New | +$222K | 0.02% | 276 |
|