Northwest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,274
| Closed | -$371K | – | 123 |
|
|
2021
Q2 | $371K | Hold |
3,274
| – | – | 0.2% | 89 |
|
|
2021
Q1 | $334K | Hold |
3,274
| – | – | 0.21% | 89 |
|
|
2020
Q4 | $336K | Hold |
3,274
| – | – | 0.23% | 87 |
|
|
2020
Q3 | $283K | Sell |
3,274
-286
| -8% | -$24.7K | 0.23% | 84 |
|
|
2020
Q2 | $281K | Hold |
3,560
| – | – | 0.25% | 79 |
|
|
2020
Q1 | $216K | Hold |
3,560
| – | – | 0.22% | 82 |
|
|
2019
Q4 | $272K | Hold |
3,560
| – | – | 0.25% | 83 |
|
|
2019
Q3 | $252K | Hold |
3,560
| – | – | 0.21% | 102 |
|
|
2019
Q2 | $254K | Hold |
3,560
| – | – | 0.2% | 95 |
|
|
2019
Q1 | $241K | Hold |
3,560
| – | – | 0.18% | 99 |
|
|
2018
Q4 | $202K | Hold |
3,560
| – | – | 0.17% | 100 |
|
|
2018
Q3 | $241K | Hold |
3,560
| – | – | 0.18% | 99 |
|
|
2018
Q2 | $226K | Hold |
3,560
| – | – | 0.17% | 99 |
|
|
2018
Q1 | $218K | Buy |
+3,560
| New | +$218K | 0.16% | 101 |
|