MinichMacGregor Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-348
| Closed | -$29.1K | – | 359 |
|
2022
Q4 | $29.1K | Buy |
+348
| New | +$29.1K | 0.01% | 244 |
|
2018
Q4 | – | Sell |
-348
| Closed | -$23K | – | 295 |
|
2018
Q3 | $23K | Hold |
348
| – | – | 0.02% | 203 |
|
2018
Q2 | $22K | Hold |
348
| – | – | 0.02% | 201 |
|
2018
Q1 | $21K | Hold |
348
| – | – | 0.02% | 206 |
|
2017
Q4 | $20K | Hold |
348
| – | – | 0.02% | 204 |
|
2017
Q3 | $19K | Hold |
348
| – | – | 0.02% | 199 |
|
2017
Q2 | $18K | Hold |
348
| – | – | 0.02% | 205 |
|
2017
Q1 | $18K | Hold |
348
| – | – | 0.02% | 195 |
|
2016
Q4 | $16K | Hold |
348
| – | – | 0.02% | 195 |
|
2016
Q3 | $16K | Hold |
348
| – | – | 0.02% | 202 |
|
2016
Q2 | $16K | Hold |
348
| – | – | 0.02% | 191 |
|
2016
Q1 | $16K | Hold |
348
| – | – | 0.02% | 193 |
|
2015
Q4 | $17K | Buy |
+348
| New | +$17K | 0.02% | 179 |
|