LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $655K | Sell |
7,572
-70
| -0.9% | -$6.06K | 0.28% | 67 |
|
|
2020
Q2 | $604K | Sell |
7,642
-612
| -7% | -$48.4K | 0.28% | 68 |
|
|
2020
Q1 | $502K | Buy |
8,254
+1,588
| +24% | +$96.6K | 0.27% | 66 |
|
|
2019
Q4 | $509K | Buy |
6,666
+336
| +5% | +$25.7K | 0.23% | 77 |
|
|
2019
Q3 | $447K | Sell |
6,330
-30
| -0.5% | -$2.12K | 0.21% | 81 |
|
|
2019
Q2 | $453K | Sell |
6,360
-1,110
| -15% | -$79.1K | 0.22% | 80 |
|
|
2019
Q1 | $507K | Sell |
7,470
-1,380
| -16% | -$93.7K | 0.27% | 66 |
|
|
2018
Q4 | $503K | Sell |
8,850
-374
| -4% | -$21.3K | 0.31% | 59 |
|
|
2018
Q3 | $625K | Sell |
9,224
-100
| -1% | -$6.78K | 0.34% | 53 |
|
|
2018
Q2 | $591K | Sell |
9,324
-452
| -5% | -$28.7K | 0.33% | 55 |
|
|
2018
Q1 | $601K | Sell |
9,776
-84
| -0.9% | -$5.16K | 0.35% | 53 |
|
|
2017
Q4 | $558K | Hold |
9,860
| – | – | 0.36% | 54 |
|
|
2017
Q3 | $558K | Sell |
9,860
-158
| -2% | -$8.94K | 0.36% | 54 |
|
|
2017
Q2 | $541K | Sell |
10,018
-34
| -0.3% | -$1.84K | 0.37% | 56 |
|
|
2017
Q1 | $522K | Buy |
10,052
+158
| +2% | +$8.21K | 0.36% | 59 |
|
|
2016
Q4 | $482K | Sell |
9,894
-192
| -2% | -$9.35K | 0.34% | 69 |
|
|
2016
Q3 | $491K | Sell |
10,086
-202
| -2% | -$9.83K | 0.34% | 57 |
|
|
2016
Q2 | $481K | Buy |
10,288
+186
| +2% | +$8.7K | 0.33% | 53 |
|
|
2016
Q1 | $465K | Sell |
10,102
-498
| -5% | -$22.9K | 0.33% | 51 |
|
|
2015
Q4 | $487K | Sell |
10,600
-2,674
| -20% | -$123K | 0.35% | 50 |
|
|
2015
Q3 | $588K | Sell |
13,274
-1,394
| -10% | -$61.8K | 0.43% | 44 |
|
|
2015
Q2 | $710K | Sell |
14,668
-42,578
| -74% | -$2.06M | 0.48% | 51 |
|
|
2015
Q1 | $2.8M | Sell |
57,246
-2,106
| -4% | -$103K | 1.86% | 18 |
|
|
2014
Q4 | $2.77M | Sell |
59,352
-9,576
| -14% | -$446K | 1.84% | 17 |
|
|
2014
Q3 | $3.05M | Buy |
68,928
+54,546
| +379% | +$2.41M | 2.58% | 12 |
|
|
2014
Q2 | $644K | Sell |
14,382
-3,422
| -19% | -$153K | 0.46% | 33 |
|
|
2014
Q1 | $764K | Buy |
17,804
+5,752
| +48% | +$247K | 0.61% | 29 |
|
|
2013
Q4 | $508K | Sell |
12,052
-75,652
| -86% | -$3.19M | 0.35% | 37 |
|
|
2013
Q3 | $3.43M | Buy |
87,704
+86,958
| +11,657% | +$3.4M | 2.79% | 9 |
|
|
2013
Q2 | $27K | Buy |
+746
| New | +$27K | 0.03% | 87 |
|