SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $381K | Hold |
6,202
| – | – | 3.3% | 10 |
|
|
2017
Q4 | $374K | Hold |
6,202
| – | – | 3.15% | 10 |
|
|
2017
Q3 | $351K | Hold |
6,202
| – | – | 3.37% | 11 |
|
|
2017
Q2 | $335K | Hold |
6,202
| – | – | 0.47% | 50 |
|
|
2017
Q1 | $322K | Hold |
6,202
| – | – | 0.49% | 46 |
|
|
2016
Q4 | $312K | Buy |
6,202
+26
| +0.4% | +$1.31K | 0.49% | 46 |
|
|
2016
Q3 | $301K | Hold |
6,176
| – | – | 0.87% | 26 |
|
|
2016
Q2 | $300K | Hold |
6,176
| – | – | 0.91% | 27 |
|
|
2016
Q1 | $285K | Buy |
+6,176
| New | +$285K | 0.58% | 35 |
|