Peloton Wealth Strategists’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
2024
Q1
Sell
2023
Q4
$218K Sell
2023
Q3
$1.53M Sell
2023
Q2
$1.63M Buy
2023
Q1
$1.51M Sell
2022
Q4
$1.39M Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.27M Sell
2022
Q1
$1.64M Buy
2021
Q4
$1.74M Buy