Roble Belko & Company’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 | – | Sell |
-286
| Closed | -$34K | – | 392 |
|
|
2024
Q3 | $34K | Hold |
286
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $32K | Hold |
286
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $33K | Hold |
286
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $30K | Hold |
286
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $26K | Hold |
286
| – | – | 0.01% | 170 |
|
|
2023
Q2 | $28K | Hold |
286
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $26K | Sell |
286
-240
| -46% | -$21.8K | 0.01% | 187 |
|
|
2022
Q4 | $44K | Hold |
526
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $41K | Hold |
526
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $42K | Hold |
526
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $53K | Hold |
526
| – | – | 0.01% | 159 |
|
|
2021
Q4 | $61K | Buy |
+526
| New | +$61K | 0.01% | 148 |
|
|
2021
Q3 | – | Sell |
-240
| Closed | -$27K | – | 334 |
|
|
2021
Q2 | $27K | Hold |
240
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $24K | Hold |
240
| – | – | 0.01% | 192 |
|
|
2020
Q4 | $25K | Hold |
240
| – | – | 0.01% | 178 |
|
|
2020
Q3 | $21K | Hold |
240
| – | – | 0.01% | 180 |
|
|
2020
Q2 | $19K | Hold |
240
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $15K | Hold |
240
| – | – | ﹤0.01% | 215 |
|
|
2019
Q4 | $18K | Hold |
240
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $17K | Hold |
240
| – | – | 0.01% | 218 |
|
|
2019
Q2 | $17K | Buy |
+240
| New | +$17K | 0.01% | 215 |
|