Southern Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $3.88M | Sell |
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|
2022
Q3 | $4.31M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $3.58M | Sell |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.69M | Buy |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $1.78M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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