Squar Milner Financial Services’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 | – | Sell |
-4,194
| Closed | -$332K | – | 96 |
|
|
2020
Q2 | $332K | Sell |
4,194
-1,660
| -28% | -$131K | 0.19% | 138 |
|
|
2020
Q1 | $355K | Sell |
5,854
-526
| -8% | -$31.9K | 0.21% | 105 |
|
|
2019
Q4 | $486K | Buy |
6,380
+2,186
| +52% | +$167K | 0.24% | 95 |
|
|
2019
Q3 | $363K | Sell |
4,194
-2,186
| -34% | -$189K | 0.19% | 136 |
|
|
2019
Q2 | $455K | Sell |
6,380
-1,746
| -21% | -$125K | 0.31% | 75 |
|
|
2019
Q1 | $551K | Hold |
8,126
| – | – | 0.41% | 49 |
|
|
2018
Q4 | $462K | Hold |
8,126
| – | – | 0.44% | 51 |
|
|
2018
Q3 | $551K | Sell |
8,126
-2,160
| -21% | -$146K | 0.5% | 41 |
|
|
2018
Q2 | $652K | Hold |
10,286
| – | – | 0.57% | 35 |
|
|
2018
Q1 | $632K | Hold |
10,286
| – | – | 0.8% | 35 |
|
|
2017
Q4 | $663K | Buy |
+10,286
| New | +$663K | 0.8% | 32 |
|