Royal Fund Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-782
| Closed | -$47K | – | 352 |
|
2020
Q1 | $47K | Hold |
782
| – | – | 0.02% | 225 |
|
2019
Q4 | $59K | Buy |
782
+182
| +30% | +$13.7K | 0.02% | 229 |
|
2019
Q3 | $42K | Hold |
600
| – | – | 0.01% | 250 |
|
2019
Q2 | $42K | Hold |
600
| – | – | 0.01% | 244 |
|
2019
Q1 | $40K | Buy |
+600
| New | +$40K | 0.01% | 228 |
|
2018
Q3 | – | Sell |
-8
| Closed | – | – | 587 |
|
2018
Q2 | $0 | Sell |
8
-18
| -69% | – | ﹤0.01% | 593 |
|
2018
Q1 | $1K | Sell |
26
-144
| -85% | -$5.54K | ﹤0.01% | 493 |
|
2017
Q4 | $10K | Sell |
170
-46
| -21% | -$2.71K | ﹤0.01% | 369 |
|
2017
Q3 | $12K | Buy |
216
+208
| +2,600% | +$11.6K | ﹤0.01% | 287 |
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 479 |
|
2017
Q1 | $0 | Sell |
8
-20
| -71% | – | ﹤0.01% | 446 |
|
2016
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 371 |
|