Sovereign Financial Group’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
2022
Q1
Sell
-2,701
Closed -$311K 219
2021
Q4
$311K Sell
2,701
-44
-2% -$5.07K 0.12% 152
2021
Q3
$308K Buy
+2,745
New +$308K 0.18% 120