SWM
Selective Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$2K | – | 430 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 674 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 694 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 661 |
|
|
2021
Q4 | $2K | Sell |
20
-15
| -43% | -$1.5K | ﹤0.01% | 609 |
|
|
2021
Q3 | $4K | Buy |
35
+15
| +75% | +$1.71K | ﹤0.01% | 506 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $2K | Buy |
20
+10
| +100% | +$1K | ﹤0.01% | 339 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 284 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 380 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 309 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 290 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 319 |
|