Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $409K | Buy |
+4,889
| New | +$409K | ﹤0.01% | 334 |
|
|
2022
Q2 | – | Sell |
-2,406
| Closed | -$242K | – | 462 |
|
|
2022
Q1 | $242K | Sell |
2,406
-707
| -23% | -$71.1K | ﹤0.01% | 437 |
|
|
2021
Q4 | $345K | Buy |
3,113
+818
| +36% | +$90.7K | ﹤0.01% | 409 |
|
|
2021
Q3 | $257K | Buy |
2,295
+451
| +24% | +$50.5K | ﹤0.01% | 437 |
|
|
2021
Q2 | $209K | Sell |
1,844
-950
| -34% | -$108K | ﹤0.01% | 467 |
|
|
2021
Q1 | $285K | Sell |
2,794
-338
| -11% | -$34.5K | ﹤0.01% | 398 |
|
|
2020
Q4 | $321K | Buy |
3,132
+358
| +13% | +$36.7K | ﹤0.01% | 372 |
|
|
2020
Q3 | $240K | Buy |
+2,774
| New | +$240K | ﹤0.01% | 371 |
|