LC
IWP icon

Lindbrook Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lindbrook Capital’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-25
Closed -$5K – 1927
2021
Q2 		$5K Hold
25
– – ﹤0.01% 1287
2021
Q1 		$5K Hold
25
– – ﹤0.01% 1258
2020
Q4 		$5K Sell
25
-25
-50% -$2.38K ﹤0.01% 1189
2020
Q3 		$4K Hold
50
– – ﹤0.01% 1179
2020
Q2 		$4K Hold
50
– – ﹤0.01% 1169
2020
Q1 		$3K Hold
50
– – ﹤0.01% 1198
2019
Q4 		$4K Hold
50
– – ﹤0.01% 1150
2019
Q3 		$4K Hold
50
– – ﹤0.01% 1107
2019
Q2 		$3K Sell
50
-28
-36% -$1.95K ﹤0.01% 1151
2019
Q1 		$5K Hold
78
– – ﹤0.01% 1074
2018
Q4 		$4K Buy
+78
New +$4.75K ﹤0.01% 1064

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Bank of America
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UBS Group
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Commonwealth Equity Services
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CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return