Omnia Family Wealth’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
Q2 | – | Sell |
-2,730
| Closed | -$185K | – | 311 |
|
|
2019
Q1 | $185K | Hold |
2,730
| – | – | 0.09% | 98 |
|
|
2018
Q4 | $155K | Hold |
2,730
| – | – | 0.08% | 98 |
|
|
2018
Q3 | $186K | Hold |
2,730
| – | – | 0.09% | 91 |
|
|
2018
Q2 | $173K | Hold |
2,730
| – | – | 0.08% | 91 |
|
|
2018
Q1 | $168K | Hold |
2,730
| – | – | 0.08% | 93 |
|
|
2017
Q4 | $165K | Hold |
2,730
| – | – | 0.08% | 99 |
|
|
2017
Q3 | $155K | Hold |
2,730
| – | – | 0.08% | 103 |
|
|
2017
Q2 | $148K | Hold |
2,730
| – | – | 0.07% | 103 |
|
|
2017
Q1 | $142K | Hold |
2,730
| – | – | 0.07% | 100 |
|
|
2016
Q4 | $133K | Buy |
+2,730
| New | +$133K | 0.07% | 103 |
|