Sargent Bickham Lagudis’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $11K | Hold |
132
| – | – | ﹤0.01% | 713 |
|
2022
Q3 | $10K | Hold |
132
| – | – | ﹤0.01% | 689 |
|
2022
Q2 | $10K | Hold |
132
| – | – | ﹤0.01% | 696 |
|
2022
Q1 | $13K | Hold |
132
| – | – | ﹤0.01% | 678 |
|
2021
Q4 | $15K | Hold |
132
| – | – | ﹤0.01% | 649 |
|
2021
Q3 | $15K | Hold |
132
| – | – | ﹤0.01% | 655 |
|
2021
Q2 | $15K | Hold |
132
| – | – | ﹤0.01% | 653 |
|
2021
Q1 | $13K | Hold |
132
| – | – | ﹤0.01% | 651 |
|
2020
Q4 | $14K | Hold |
132
| – | – | ﹤0.01% | 611 |
|
2020
Q3 | $11K | Buy |
132
+26
| +25% | +$2.17K | ﹤0.01% | 582 |
|
2020
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 606 |
|
2020
Q1 | $6K | Hold |
106
| – | – | ﹤0.01% | 622 |
|
2019
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 636 |
|
2019
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 602 |
|
2019
Q2 | $8K | Hold |
106
| – | – | ﹤0.01% | 614 |
|
2019
Q1 | $7K | Hold |
106
| – | – | ﹤0.01% | 656 |
|
2018
Q4 | $6K | Hold |
106
| – | – | ﹤0.01% | 642 |
|
2018
Q3 | $7K | Hold |
106
| – | – | ﹤0.01% | 653 |
|
2018
Q2 | $7K | Sell |
106
-92
| -46% | -$6.08K | ﹤0.01% | 632 |
|
2018
Q1 | $12K | Hold |
198
| – | – | ﹤0.01% | 549 |
|
2017
Q4 | $12K | Hold |
198
| – | – | ﹤0.01% | 577 |
|
2017
Q3 | $11K | Sell |
198
-90
| -31% | -$5K | ﹤0.01% | 598 |
|
2017
Q2 | $16K | Hold |
288
| – | – | ﹤0.01% | 507 |
|
2017
Q1 | $15K | Hold |
288
| – | – | ﹤0.01% | 527 |
|
2016
Q4 | $14K | Buy |
288
+182
| +172% | +$8.85K | ﹤0.01% | 512 |
|
2016
Q3 | $5 | Buy |
+106
| New | +$5 | ﹤0.01% | 644 |
|