Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $89K | Hold |
780
| – | – | 0.02% | 224 |
|
|
2021
Q2 | $89K | Hold |
780
| – | – | 0.02% | 233 |
|
|
2021
Q1 | $79K | Sell |
780
-66
| -8% | -$6.69K | 0.02% | 239 |
|
|
2020
Q4 | $87K | Hold |
846
| – | – | 0.02% | 229 |
|
|
2020
Q3 | $73K | Hold |
846
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $67K | Hold |
846
| – | – | 0.02% | 237 |
|
|
2020
Q1 | $51K | Hold |
846
| – | – | 0.02% | 241 |
|
|
2019
Q4 | $64K | Hold |
846
| – | – | 0.02% | 242 |
|
|
2019
Q3 | $60K | Hold |
846
| – | – | 0.02% | 241 |
|
|
2019
Q2 | $60K | Hold |
846
| – | – | 0.02% | 245 |
|
|
2019
Q1 | $58K | Hold |
846
| – | – | 0.02% | 243 |
|
|
2018
Q4 | $48K | Hold |
846
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $58K | Hold |
846
| – | – | 0.02% | 249 |
|
|
2018
Q2 | $54K | Hold |
846
| – | – | 0.02% | 254 |
|
|
2018
Q1 | $52K | Sell |
846
-76
| -8% | -$4.67K | 0.02% | 261 |
|
|
2017
Q4 | $56K | Hold |
922
| – | – | 0.02% | 258 |
|
|
2017
Q3 | $52K | Hold |
922
| – | – | 0.02% | 262 |
|
|
2017
Q2 | $50K | Hold |
922
| – | – | 0.02% | 274 |
|
|
2017
Q1 | $47K | Hold |
922
| – | – | 0.02% | 281 |
|
|
2016
Q4 | $45K | Hold |
922
| – | – | 0.02% | 285 |
|
|
2016
Q3 | $45K | Hold |
922
| – | – | 0.02% | 286 |
|
|
2016
Q2 | $43K | Hold |
922
| – | – | 0.02% | 289 |
|
|
2016
Q1 | $42K | Hold |
922
| – | – | 0.02% | 282 |
|
|
2015
Q4 | $42K | Hold |
922
| – | – | 0.02% | 277 |
|
|
2015
Q3 | $41K | Hold |
922
| – | – | 0.02% | 284 |
|
|
2015
Q2 | $45K | Hold |
922
| – | – | 0.02% | 284 |
|
|
2015
Q1 | $45K | Hold |
922
| – | – | 0.02% | 291 |
|
|
2014
Q4 | $43K | Buy |
922
+466
| +102% | +$21.7K | 0.02% | 291 |
|
|
2014
Q3 | $20K | Buy |
+456
| New | +$20K | 0.01% | 349 |
|