SteelPeak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,950
| Closed | -$223K | – | 471 |
|
|
2024
Q1 | $223K | Buy |
1,950
+4
| +0.2% | +$457 | 0.01% | 387 |
|
|
2023
Q4 | $203K | Buy |
+1,946
| New | +$203K | 0.01% | 368 |
|
|
2022
Q1 | – | Sell |
-1,956
| Closed | -$225K | – | 417 |
|
|
2021
Q4 | $225K | Buy |
1,956
+10
| +0.5% | +$1.15K | 0.01% | 356 |
|
|
2021
Q3 | $218K | Hold |
1,946
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $220K | Buy |
+1,946
| New | +$220K | 0.02% | 369 |
|
|
2021
Q1 | – | Sell |
-1,946
| Closed | -$200K | – | 367 |
|
|
2020
Q4 | $200K | Sell |
1,946
-510
| -21% | -$52.4K | 0.02% | 302 |
|
|
2020
Q3 | $212K | Buy |
+2,456
| New | +$212K | 0.02% | 243 |
|
|
2020
Q1 | – | Sell |
-3,256
| Closed | -$248K | – | 251 |
|
|
2019
Q4 | $248K | Buy |
+3,256
| New | +$248K | 0.03% | 216 |
|