Retirement 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 | $121K | Hold |
1,061
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $111K | Hold |
1,061
| – | – | 0.04% | 148 |
|
|
2023
Q3 | $96.9K | Hold |
1,061
| – | – | 0.04% | 147 |
|
|
2023
Q2 | $102K | Buy |
1,061
+1
| +0.1% | +$97 | 0.04% | 142 |
|
|
2023
Q1 | $97K | Hold |
1,060
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $89K | Buy |
1,060
+1,034
| +3,977% | +$86.8K | 0.04% | 134 |
|
|
2022
Q3 | $2K | Sell |
26
-1,091
| -98% | -$83.9K | ﹤0.01% | 403 |
|
|
2022
Q2 | $88K | Sell |
1,117
-90
| -7% | -$7.09K | 0.04% | 164 |
|
|
2022
Q1 | $121K | Sell |
1,207
-2
| -0.2% | -$200 | 0.05% | 150 |
|
|
2021
Q4 | $139K | Hold |
1,209
| – | – | 0.06% | 140 |
|
|
2021
Q3 | $135K | Hold |
1,209
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $137K | Sell |
1,209
-118
| -9% | -$13.4K | 0.07% | 138 |
|
|
2021
Q1 | $135K | Hold |
1,327
| – | – | 0.06% | 157 |
|
|
2020
Q4 | $136K | Sell |
1,327
-1
| -0.1% | -$102 | 0.06% | 153 |
|
|
2020
Q3 | $115K | Hold |
1,328
| – | – | 0.06% | 170 |
|
|
2020
Q2 | $105K | Buy |
+1,328
| New | +$105K | 0.07% | 161 |
|
|
2019
Q4 | $117K | Buy |
+1,528
| New | +$117K | 0.08% | 153 |
|