LFA
Level Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-575
| Closed | -$60.1K | – | 171 |
|
|
2023
Q4 | $60.1K | Hold |
575
| – | – | 0.03% | 108 |
|
|
2023
Q3 | $52.5K | Hold |
575
| – | – | 0.03% | 106 |
|
|
2023
Q2 | $55.6K | Buy |
575
+508
| +758% | +$49.1K | 0.03% | 107 |
|
|
2023
Q1 | $6.1K | Hold |
67
| – | – | ﹤0.01% | 183 |
|
|
2022
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 183 |
|
|
2022
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $7K | Sell |
67
-78
| -54% | -$8.15K | 0.01% | 169 |
|
|
2021
Q4 | $17K | Buy |
+145
| New | +$17K | 0.01% | 143 |
|