Ropes Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ropes Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$455K	Buy
2023 Q2	$453K	Buy
2023 Q1	$397K	Buy
2022 Q4	$350K	Sell
2022 Q3	$338K	Sell
2022 Q2	$345K	Sell
2022 Q1	$439K	Hold
2021 Q4	$503K	Sell
2021 Q3	$497K	Hold
2021 Q2	$502K	Buy
2021 Q1	–	Sell
2020 Q4	$39K	Hold
2020 Q3	$33K	Hold
2020 Q2	$30K	Hold
2020 Q1	$23K	Sell
2019 Q4	$75K	Hold
2019 Q3	$69K	Hold
2019 Q2	$70K	Hold
2019 Q1	$67K	Buy
2018 Q4	$34K	Hold
2018 Q3	$41K	Hold
2018 Q2	$38K	Sell
2018 Q1	$40K	Buy
2017 Q4	$34K	Hold
2017 Q3	$32K	Hold
2017 Q2	$30K	Hold
2017 Q1	$29K	Buy
2016 Q4	$20K	Hold
2016 Q3	$20K	Buy