Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $145K | Hold |
2,400
| – | – | ﹤0.01% | 363 |
|
|
2017
Q3 | $136K | Hold |
2,400
| – | – | ﹤0.01% | 368 |
|
|
2017
Q2 | $130K | Hold |
2,400
| – | – | ﹤0.01% | 324 |
|
|
2017
Q1 | $125K | Hold |
2,400
| – | – | ﹤0.01% | 341 |
|
|
2016
Q4 | $117K | Hold |
2,400
| – | – | ﹤0.01% | 366 |
|
|
2016
Q3 | $117K | Hold |
2,400
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $112K | Hold |
2,400
| – | – | ﹤0.01% | 347 |
|
|
2016
Q1 | $111K | Hold |
2,400
| – | – | ﹤0.01% | 368 |
|
|
2015
Q4 | $110K | Hold |
2,400
| – | – | ﹤0.01% | 384 |
|
|
2015
Q3 | $106K | Hold |
2,400
| – | – | ﹤0.01% | 374 |
|
|
2015
Q2 | $116K | Hold |
2,400
| – | – | ﹤0.01% | 354 |
|
|
2015
Q1 | $118K | Hold |
2,400
| – | – | ﹤0.01% | 364 |
|
|
2014
Q4 | $112K | Hold |
2,400
| – | – | ﹤0.01% | 339 |
|
|
2014
Q3 | $106K | Hold |
2,400
| – | – | ﹤0.01% | 359 |
|
|
2014
Q2 | $107K | Hold |
2,400
| – | – | ﹤0.01% | 373 |
|
|
2014
Q1 | $103K | Hold |
2,400
| – | – | ﹤0.01% | 389 |
|
|
2013
Q4 | $101K | Hold |
2,400
| – | – | ﹤0.01% | 387 |
|
|
2013
Q3 | $94K | Hold |
2,400
| – | – | ﹤0.01% | 393 |
|
|
2013
Q2 | $86K | Buy |
+2,400
| New | +$86K | ﹤0.01% | 393 |
|