Peterson Financial Group’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
Q3 | $411K | Sell |
3,504
-600
| -15% | -$70.4K | 1.58% | 14 |
|
|
2024
Q2 | $453K | Sell |
4,104
-102
| -2% | -$11.3K | 2.76% | 11 |
|
|
2024
Q1 | $480K | Sell |
4,206
-313
| -7% | -$35.7K | 3.13% | 10 |
|
|
2023
Q4 | $472K | Buy |
+4,519
| New | +$472K | 3.1% | 11 |
|
|
2023
Q3 | – | Sell |
-2,935
| Closed | -$284K | – | 19 |
|
|
2023
Q2 | $284K | Sell |
2,935
-352
| -11% | -$34K | 2.6% | 15 |
|
|
2023
Q1 | $299K | Sell |
3,287
-729
| -18% | -$66.4K | 3.01% | 15 |
|
|
2022
Q4 | $336K | Sell |
4,016
-128
| -3% | -$10.7K | 0.44% | 60 |
|
|
2022
Q3 | $325K | Buy |
4,144
+1,109
| +37% | +$87K | 0.32% | 62 |
|
|
2022
Q2 | $240K | Sell |
3,035
-104
| -3% | -$8.24K | 0.23% | 67 |
|
|
2022
Q1 | $315K | Sell |
3,139
-606
| -16% | -$60.9K | 0.26% | 64 |
|
|
2021
Q4 | $431K | Buy |
+3,745
| New | +$431K | 0.35% | 64 |
|