RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $165K | Hold |
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|
2024
Q3 | $15.2K | Hold |
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|
2024
Q2 | $14.3K | Hold |
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|
2024
Q1 | $15K | Hold |
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|
2023
Q4 | $14K | Hold |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $13K | Hold |
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|
2023
Q1 | $12K | Hold |
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|
2022
Q4 | $11K | Sell |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $25 | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $19K | Buy |
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