MPIM
McGinn Penninger Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$224K | – | 39 |
|
|
2021
Q3 | $224K | Hold |
2,000
| – | – | 0.16% | 38 |
|
|
2021
Q2 | $226K | Hold |
2,000
| – | – | 0.16% | 38 |
|
|
2021
Q1 | $204K | Sell |
2,000
-1,270
| -39% | -$130K | 0.15% | 40 |
|
|
2020
Q4 | $336K | Buy |
+3,270
| New | +$336K | 0.31% | 30 |
|