RE Dickinson Investment Advisors’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
Q4 | $165K | Hold |
130
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $15.2K | Hold |
130
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $14.3K | Hold |
130
| – | – | 0.01% | 146 |
|
|
2024
Q1 | $15K | Hold |
130
| – | – | 0.01% | 141 |
|
|
2023
Q4 | $14K | Hold |
130
| – | – | 0.01% | 148 |
|
|
2023
Q3 | $12K | Hold |
130
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $13K | Hold |
130
| – | – | ﹤0.01% | 244 |
|
|
2023
Q1 | $12K | Hold |
130
| – | – | ﹤0.01% | 254 |
|
|
2022
Q4 | $11K | Sell |
130
-187
| -59% | -$15.8K | ﹤0.01% | 250 |
|
|
2022
Q3 | $25K | Hold |
317
| – | – | 0.02% | 99 |
|
|
2022
Q2 | $25 | Hold |
317
| – | – | ﹤0.01% | 108 |
|
|
2022
Q1 | $32K | Buy |
317
+156
| +97% | +$15.7K | 0.02% | 114 |
|
|
2021
Q4 | $19K | Buy |
+161
| New | +$19K | 0.01% | 143 |
|