Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $81K | Buy |
722
+162
| +29% | +$18.2K | 0.01% | 329 |
|
|
2021
Q2 | $63K | Hold |
560
| – | – | 0.01% | 349 |
|
|
2021
Q1 | $57K | Hold |
560
| – | – | ﹤0.01% | 554 |
|
|
2020
Q4 | $57K | Hold |
560
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $48K | Hold |
560
| – | – | ﹤0.01% | 604 |
|
|
2020
Q2 | $44K | Hold |
560
| – | – | ﹤0.01% | 554 |
|
|
2020
Q1 | $34K | Hold |
560
| – | – | ﹤0.01% | 585 |
|
|
2019
Q4 | $43K | Hold |
560
| – | – | ﹤0.01% | 604 |
|
|
2019
Q3 | $40K | Hold |
560
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $40K | Hold |
560
| – | – | ﹤0.01% | 610 |
|
|
2019
Q1 | $38K | Hold |
560
| – | – | ﹤0.01% | 579 |
|
|
2018
Q4 | $32K | Hold |
560
| – | – | ﹤0.01% | 479 |
|
|
2018
Q3 | $38K | Hold |
560
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $35K | Hold |
560
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $34.4K | Hold |
560
| – | – | 0.01% | 455 |
|
|
2017
Q4 | $33.8K | Hold |
560
| – | – | 0.01% | 461 |
|
|
2017
Q3 | $31.7K | Buy |
+560
| New | +$31.7K | 0.01% | 418 |
|
|
2016
Q3 | – | Sell |
-48
| Closed | -$2.25K | – | 866 |
|
|
2016
Q2 | $2.25K | Hold |
48
| – | – | ﹤0.01% | 767 |
|
|
2016
Q1 | $2.23K | Hold |
48
| – | – | ﹤0.01% | 820 |
|
|
2015
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 716 |
|
|
2015
Q3 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 984 |
|