Smith Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $821K | Hold |
9,502
| – | – | 0.5% | 38 |
|
|
2020
Q2 | $751K | Hold |
9,502
| – | – | 0.49% | 39 |
|
|
2020
Q1 | $578K | Hold |
9,502
| – | – | 0.44% | 40 |
|
|
2019
Q4 | $725K | Sell |
9,502
-462
| -5% | -$35.3K | 0.46% | 41 |
|
|
2019
Q3 | $704K | Buy |
9,964
+462
| +5% | +$32.6K | 0.52% | 39 |
|
|
2019
Q2 | $677K | Sell |
9,502
-282
| -3% | -$20.1K | 0.5% | 39 |
|
|
2019
Q1 | $664K | Buy |
9,784
+1,930
| +25% | +$131K | 0.52% | 38 |
|
|
2018
Q4 | $447K | Buy |
+7,854
| New | +$447K | 0.37% | 45 |
|