Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,091
| Closed | -$218K | – | 93 |
|
|
2023
Q4 | $218K | Sell |
2,091
-14,609
| -87% | -$1.52M | 0.09% | 93 |
|
|
2023
Q3 | $1.53M | Sell |
16,700
-148
| -0.9% | -$13.5K | 0.7% | 53 |
|
|
2023
Q2 | $1.63M | Buy |
16,848
+260
| +2% | +$25.1K | 0.72% | 52 |
|
|
2023
Q1 | $1.51M | Sell |
16,588
-58
| -0.3% | -$5.28K | 0.69% | 52 |
|
|
2022
Q4 | $1.39M | Sell |
16,646
-425
| -2% | -$35.5K | 0.67% | 51 |
|
|
2022
Q3 | $1.34M | Buy |
17,071
+1,035
| +6% | +$81.2K | 0.7% | 53 |
|
|
2022
Q2 | $1.27M | Sell |
16,036
-301
| -2% | -$23.8K | 0.62% | 57 |
|
|
2022
Q1 | $1.64M | Buy |
16,337
+1,213
| +8% | +$122K | 0.69% | 53 |
|
|
2021
Q4 | $1.74M | Buy |
+15,124
| New | +$1.74M | 0.7% | 51 |
|