Lighthouse Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $6.12M | Sell |
59,993
-2,217
| -4% | -$226K | 1.85% | 7 |
|
|
2020
Q4 | $6.39M | Sell |
62,210
-488
| -0.8% | -$50.1K | 2.16% | 5 |
|
|
2020
Q3 | $5.42M | Sell |
62,698
-704
| -1% | -$60.8K | 2.06% | 7 |
|
|
2020
Q2 | $4.94M | Buy |
63,402
+704
| +1% | +$54.9K | 2.08% | 6 |
|
|
2020
Q1 | $3.81M | Buy |
62,698
+3,070
| +5% | +$187K | 2.32% | 5 |
|
|
2019
Q4 | $4.55M | Buy |
+59,628
| New | +$4.55M | 2.14% | 6 |
|