Proficio Capital Partners’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
Q1 | – | Sell |
-229,558
| Closed | -$24M | – | 335 |
|
|
2023
Q4 | $24M | Buy |
229,558
+1,722
| +0.8% | +$180K | 2.97% | 7 |
|
|
2023
Q3 | $20.8M | Buy |
+227,836
| New | +$20.8M | 2.77% | 7 |
|
|
2020
Q4 | – | Sell |
-106,632
| Closed | -$9.22M | – | 184 |
|
|
2020
Q3 | $9.22M | Sell |
106,632
-55,458
| -34% | -$4.79M | 1.63% | 13 |
|
|
2020
Q2 | $12.8M | Buy |
162,090
+66,710
| +70% | +$5.27M | 2.62% | 8 |
|
|
2020
Q1 | $5.78M | Buy |
+95,380
| New | +$5.78M | 1.45% | 14 |
|
|
2019
Q3 | – | Sell |
-140,750
| Closed | -$10M | – | 835 |
|
|
2019
Q2 | $10M | Buy |
140,750
+47,590
| +51% | +$3.39M | 3.43% | 6 |
|
|
2019
Q1 | $6.32M | Buy |
+93,160
| New | +$6.32M | 2.25% | 10 |
|