NewSquare Capital’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
2023
Q4
Hold
0
571
2023
Q3
Sell
-173
Closed -$16.7K 749
2023
Q2
$16.7K Buy
+173
New +$16.7K ﹤0.01% 275
2016
Q2
Sell
-164
Closed -$8K 378
2016
Q1
$8K Hold
164
﹤0.01% 312
2015
Q4
$8K Buy
164
+2
+1% +$98 ﹤0.01% 244
2015
Q3
$7K Hold
162
﹤0.01% 238
2015
Q2
$8K Buy
+162
New +$8K ﹤0.01% 247