Lloyd Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,694
| Closed | -$215K | – | 106 |
|
|
2024
Q4 | $215K | Buy |
+1,694
| New | +$215K | 0.1% | 94 |
|
|
2022
Q2 | – | Sell |
-956
| Closed | -$96K | – | 328 |
|
|
2022
Q1 | $96K | Sell |
956
-218
| -19% | -$21.9K | 0.04% | 165 |
|
|
2021
Q4 | $135K | Sell |
1,174
-44
| -4% | -$5.06K | 0.06% | 118 |
|
|
2021
Q3 | $137K | Sell |
1,218
-198
| -14% | -$22.3K | 0.07% | 110 |
|
|
2021
Q2 | $160K | Buy |
1,416
+77
| +6% | +$8.7K | 0.08% | 87 |
|
|
2021
Q1 | $137K | Sell |
1,339
-54
| -4% | -$5.53K | 0.07% | 87 |
|
|
2020
Q4 | $143K | Sell |
1,393
-141
| -9% | -$14.5K | 0.08% | 67 |
|
|
2020
Q3 | $133K | Sell |
1,534
-286
| -16% | -$24.8K | 0.08% | 64 |
|
|
2020
Q2 | $144K | Sell |
1,820
-60
| -3% | -$4.75K | 0.09% | 69 |
|
|
2020
Q1 | $114K | Buy |
1,880
+384
| +26% | +$23.3K | 0.08% | 71 |
|
|
2019
Q4 | $114K | Buy |
+1,496
| New | +$114K | 0.1% | 89 |
|