Pathstone Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.06M | Buy |
|
|||||
|
2023
Q2 | $8.25M | Buy |
|
|||||
|
2023
Q1 | $7.74M | Sell |
|
|||||
|
2022
Q4 | $14M | Buy |
|
|||||
|
2022
Q3 | $4.65M | Buy |
|
|||||
|
2022
Q2 | $2.27M | Buy |
|
|||||
|
2022
Q1 | $812K | Sell |
|
|||||
|
2021
Q4 | $1.01M | Sell |
|
|||||
|
2021
Q3 | $1.01M | Buy |
|
|||||
|
2021
Q2 | $918K | Sell |
|
|||||
|
2021
Q1 | $904K | Buy |
|
|||||
|
2020
Q4 | $222K | Buy |
|
|||||
|
2020
Q3 | $186K | Sell |
|
|||||
|
2020
Q2 | $185K | Buy |
|
|||||
|
2020
Q1 | $141K | Buy |
|
|||||
|
2019
Q4 | $1.77M | Buy |
|
|||||
|
2019
Q3 | $164K | Buy |
|
|||||
|
2019
Q2 | $165K | Buy |
|
|||||
|
2019
Q1 | $157K | Buy |
|
|||||
|
2018
Q4 | $131K | Buy |
|
|||||
|
2018
Q3 | $157K | Buy |
|
|||||
|
2018
Q2 | $146K | Sell |
|
|||||
|
2018
Q1 | $142K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $19K | Hold |
|
|||||
|
2017
Q1 | $19K | Buy |
|