Novak Financial Planning’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
Q2
$563K Buy
4,969
+1,346
+37% +$153K 0.28% 81
2021
Q1
$370K Buy
3,623
+551
+18% +$56.3K 0.2% 90
2020
Q4
$315K Buy
+3,072
New +$315K 0.19% 89