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Planning Capital Management Corporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Planning Capital Management Corporation’s Portfolio IWP Stock Details IWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.51M Buy
12,896
+6,787
+111% +$796K 1% 29
2024
Q2 		$674K Buy
6,109
+3,583
+142% +$395K 0.48% 39
2024
Q1 		$288K Buy
2,526
+587
+30% +$67K 0.21% 64
2023
Q4 		$203K Buy
+1,939
New +$203K 0.16% 82