LifePlan Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $655K | Sell |
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|
2020
Q2 | $604K | Sell |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $447K | Sell |
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|
2019
Q2 | $453K | Sell |
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|
2019
Q1 | $507K | Sell |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $625K | Sell |
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|
2018
Q2 | $591K | Sell |
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|
2018
Q1 | $601K | Sell |
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|
2017
Q4 | $558K | Hold |
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|
2017
Q3 | $558K | Sell |
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|
2017
Q2 | $541K | Sell |
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|
2017
Q1 | $522K | Buy |
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|
2016
Q4 | $482K | Sell |
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|
2016
Q3 | $491K | Sell |
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|
2016
Q2 | $481K | Buy |
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|
2016
Q1 | $465K | Sell |
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|
2015
Q4 | $487K | Sell |
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|
2015
Q3 | $588K | Sell |
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|
2015
Q2 | $710K | Sell |
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|
2015
Q1 | $2.8M | Sell |
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|
2014
Q4 | $2.77M | Sell |
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|
2014
Q3 | $3.04M | Buy |
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|
2014
Q2 | $644K | Sell |
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|
2014
Q1 | $764K | Buy |
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|
2013
Q4 | $508K | Sell |
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|
2013
Q3 | $3.43M | Buy |
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|
2013
Q2 | $27K | Buy |
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