LeJeune Puetz Investment Counsel’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
2023
Q1
$1.14M Hold
12,500
0.41% 78
2022
Q4
$1.05M Hold
12,500
0.39% 82
2022
Q3
$980K Hold
12,500
0.4% 79
2022
Q2
$990K Hold
12,500
0.39% 79
2022
Q1
$1.26M Hold
12,500
0.44% 78
2021
Q4
$1.44M Hold
12,500
0.49% 71
2021
Q3
$1.4M Hold
12,500
0.51% 69
2021
Q2
$1.42M Hold
12,500
0.52% 66
2021
Q1
$1.28M Sell
12,500
-4,520
-27% -$461K 0.5% 66
2020
Q4
$1.75M Sell
17,020
-11,500
-40% -$1.18M 0.75% 46
2020
Q3
$2.47M Hold
28,520
1.21% 25
2020
Q2
$2.26M Hold
28,520
1.18% 25
2020
Q1
$1.73M Hold
28,520
1.01% 30
2019
Q4
$2.18M Hold
28,520
1.02% 32
2019
Q3
$2.02M Hold
28,520
1.02% 33
2019
Q2
$2.03M Hold
28,520
1.05% 32
2019
Q1
$1.94M Hold
28,520
1.05% 32
2018
Q4
$1.62M Hold
28,520
1.01% 35
2018
Q3
$1.93M Hold
28,520
1.12% 31
2018
Q2
$1.81M Hold
28,520
1.12% 30
2018
Q1
$1.75M Hold
28,520
1.08% 30
2017
Q4
$1.72M Hold
28,520
1.05% 30
2017
Q3
$1.61M Hold
28,520
1.04% 34
2017
Q2
$1.54M Buy
+28,520
New +$1.54M 1.05% 35