Southern 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
Q1 | $3.94M | Sell |
43,275
-3,101
| -7% | -$282K | 1.53% | 17 |
|
|
2022
Q4 | $3.88M | Sell |
46,376
-4,567
| -9% | -$382K | 1.56% | 19 |
|
|
2022
Q3 | $4.31M | Buy |
50,943
+8,083
| +19% | +$684K | 1.73% | 21 |
|
|
2022
Q2 | $3.4M | Buy |
42,860
+11,497
| +37% | +$911K | 1.3% | 22 |
|
|
2022
Q1 | $3.15M | Buy |
31,363
+279
| +0.9% | +$28K | 1.03% | 27 |
|
|
2021
Q4 | $3.58M | Sell |
31,084
-96
| -0.3% | -$11.1K | 1.42% | 20 |
|
|
2021
Q3 | $3.49M | Buy |
31,180
+849
| +3% | +$95.1K | 1.03% | 26 |
|
|
2021
Q2 | $3.49M | Buy |
30,331
+1,071
| +4% | +$123K | 1.01% | 26 |
|
|
2021
Q1 | $2.99M | Buy |
29,260
+3,010
| +11% | +$307K | 0.98% | 26 |
|
|
2020
Q4 | $2.7M | Buy |
26,250
+124
| +0.5% | +$12.7K | 1.02% | 24 |
|
|
2020
Q3 | $2.26M | Buy |
26,126
+3,624
| +16% | +$313K | 0.83% | 26 |
|
|
2020
Q2 | $1.78M | Sell |
22,502
-2,064
| -8% | -$163K | 0.35% | 26 |
|
|
2020
Q1 | $1.49M | Buy |
24,566
+5,650
| +30% | +$343K | 0.31% | 28 |
|
|
2019
Q4 | $1.44M | Buy |
+18,916
| New | +$1.44M | 0.27% | 26 |
|