Sheets Smith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$228K | – | 427 |
|
|
2023
Q3 | $228K | Hold |
2,500
| – | – | 0.03% | 293 |
|
|
2023
Q2 | $242K | Hold |
2,500
| – | – | 0.04% | 294 |
|
|
2023
Q1 | $228K | Hold |
2,500
| – | – | 0.03% | 288 |
|
|
2022
Q4 | $209K | Buy |
+2,500
| New | +$209K | 0.03% | 287 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$251K | – | 325 |
|
|
2022
Q1 | $251K | Hold |
2,500
| – | – | 0.03% | 304 |
|
|
2021
Q4 | $288K | Hold |
2,500
| – | – | 0.04% | 312 |
|
|
2021
Q3 | $280K | Hold |
2,500
| – | – | 0.04% | 310 |
|
|
2021
Q2 | $283K | Hold |
2,500
| – | – | 0.04% | 307 |
|
|
2021
Q1 | $255K | Hold |
2,500
| – | – | 0.04% | 289 |
|
|
2020
Q4 | $257K | Hold |
2,500
| – | – | 0.04% | 293 |
|
|
2020
Q3 | $216K | Buy |
+2,500
| New | +$216K | 0.04% | 275 |
|