SBK Financial’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 | $726K | Sell |
8,687
-14,638
| -63% | -$1.22M | 1.15% | 31 |
|
|
2022
Q3 | $1.83M | Sell |
23,325
-8,980
| -28% | -$704K | 2.81% | 5 |
|
|
2022
Q2 | $2.56M | Sell |
32,305
-1,555
| -5% | -$123K | 3.34% | 5 |
|
|
2022
Q1 | $3.4M | Sell |
33,860
-4,061
| -11% | -$408K | 3.39% | 4 |
|
|
2021
Q4 | $4.37M | Buy |
+37,921
| New | +$4.37M | 3.49% | 4 |
|