Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $227K | Hold |
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|
2022
Q2 | $230K | Hold |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $374K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $338K | Sell |
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|
2020
Q3 | $868K | Sell |
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|
2020
Q2 | $836K | Buy |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $317K | Hold |
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|
2017
Q4 | $311K | Hold |
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|
2017
Q3 | $291K | Hold |
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|
2017
Q2 | $278K | Hold |
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|
2017
Q1 | $267K | Hold |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $251K | Hold |
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|
2016
Q2 | $241K | Hold |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $228K | Hold |
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|
2015
Q2 | $249K | Sell |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $240K | Sell |
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|
2014
Q3 | $1.22M | Buy |
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|
2014
Q2 | $332K | Sell |
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|
2014
Q1 | $1.91M | Sell |
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|
2013
Q4 | $1.92M | Buy |
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|
2013
Q3 | $1.77M | Buy |
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