Oak Ridge Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-26,152
| Closed | -$1.49M | – | 174 |
|
|
2018
Q4 | $1.49M | Buy |
+26,152
| New | +$1.49M | 0.11% | 135 |
|
|
2018
Q1 | – | Sell |
-5,282
| Closed | -$319K | – | 166 |
|
|
2017
Q4 | $319K | Buy |
+5,282
| New | +$319K | 0.02% | 163 |
|
|
2017
Q1 | – | Sell |
-5,576
| Closed | -$272K | – | 149 |
|
|
2016
Q4 | $272K | Buy |
5,576
+1,452
| +35% | +$70.8K | 0.01% | 139 |
|
|
2016
Q3 | $201K | Buy |
+4,124
| New | +$201K | 0.01% | 142 |
|
|
2016
Q1 | – | Sell |
-12,228
| Closed | -$562K | – | 141 |
|
|
2015
Q4 | $562K | Buy |
+12,228
| New | +$562K | 0.01% | 131 |
|
|
2015
Q1 | – | Sell |
-5,604
| Closed | -$261K | – | 154 |
|
|
2014
Q4 | $261K | Buy |
+5,604
| New | +$261K | 0.01% | 139 |
|