Prentice Wealth Management’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
2021
Q4
Sell
-720
Closed -$81K 200
2021
Q3
$81K Hold
720
0.04% 151
2021
Q2
$82K Hold
720
0.04% 151
2021
Q1
$73K Buy
+720
New +$75.3K 0.04% 154

Other funds holding IWP

Prentice Wealth Management's IWP Position: Q4 2021 in Review

Prentice Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2021, closing a stake of 720 shares — an estimated $81K sold.

Prentice Wealth Management first reported a position in IWP in Q1 2021 and held it in 3 quarters. The position peaked at $82K in Q2 2021. 944 funds tracked by Wall St. Rank hold IWP as of Q4 2021.

  • Prentice Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 720 iShares Russell Mid-Cap Growth ETF shares in Q4 2021, an estimated $81K.
  • Prentice Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $82K in Q2 2021.
  • 944 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.