Mosaic Family Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $620K | Sell |
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|
2021
Q2 | $644K | Sell |
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|
2021
Q1 | $589K | Sell |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $521K | Sell |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $527K | Buy |
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|
2019
Q3 | $487K | Sell |
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|
2019
Q2 | $494K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q3 | $474K | Sell |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $518K | Sell |
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|
2017
Q4 | $528K | Buy |
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|
2017
Q3 | $424K | Sell |
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|
2017
Q2 | $422K | Sell |
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|
2017
Q1 | $556K | Sell |
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|
2016
Q4 | $546K | Sell |
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|
2016
Q3 | $619K | Sell |
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|
2016
Q2 | $667K | Sell |
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|
2016
Q1 | $716K | Sell |
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|
2015
Q4 | $1.47M | Buy |
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