Ratio Wealth 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
Q1 | $2.42M | Sell |
21,216
-57
| -0.3% | -$6.51K | 0.45% | 38 |
|
|
2023
Q4 | $2.22M | Sell |
21,273
-402
| -2% | -$42K | 0.48% | 38 |
|
|
2023
Q3 | $1.98M | Sell |
21,675
-154
| -0.7% | -$14.1K | 0.5% | 33 |
|
|
2023
Q2 | $2.11M | Buy |
+21,829
| New | +$2.11M | 0.52% | 33 |
|
|
2022
Q4 | $2.09M | Sell |
25,033
-1,150
| -4% | -$96.1K | 0.59% | 30 |
|
|
2022
Q3 | $2.05M | Sell |
26,183
-297
| -1% | -$23.3K | 0.67% | 30 |
|
|
2022
Q2 | $2.1M | Sell |
26,480
-1,580
| -6% | -$125K | 0.68% | 29 |
|
|
2022
Q1 | $2.82M | Sell |
28,060
-268
| -0.9% | -$26.9K | 0.84% | 27 |
|
|
2021
Q4 | $3.26M | Sell |
28,328
-343
| -1% | -$39.5K | 0.98% | 25 |
|
|
2021
Q3 | $3.21M | Sell |
28,671
-223
| -0.8% | -$25K | 1.05% | 24 |
|
|
2021
Q2 | $3.27M | Sell |
28,894
-854
| -3% | -$96.7K | 1.17% | 23 |
|
|
2021
Q1 | $3.04M | Sell |
29,748
-986
| -3% | -$101K | 1.27% | 21 |
|
|
2020
Q4 | $3.15M | Buy |
+30,734
| New | +$3.15M | 1.69% | 19 |
|