Marks Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-52,967
| Closed | -$6.1M | – | 317 |
|
|
2021
Q4 | $6.1M | Sell |
52,967
-2,942
| -5% | -$339K | 0.74% | 50 |
|
|
2021
Q3 | $6.27M | Sell |
55,909
-1
| -0% | -$112 | 0.85% | 31 |
|
|
2021
Q2 | $6.33M | Sell |
55,910
-21,297
| -28% | -$2.41M | 0.87% | 19 |
|
|
2021
Q1 | $7.88M | Buy |
77,207
+29,864
| +63% | +$3.05M | 1.17% | 12 |
|
|
2020
Q4 | $4.86M | Sell |
47,343
-1,069
| -2% | -$110K | 0.76% | 55 |
|
|
2020
Q3 | $4.19M | Buy |
+48,412
| New | +$4.19M | 0.76% | 62 |
|