Sterling Financial Planning’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
2021
Q4
Sell
-288
Closed -$32K 246
2021
Q3
$32K Hold
288
0.02% 224
2021
Q2
$33K Hold
288
0.02% 209
2021
Q1
$29K Sell
288
-243
-46% -$24.5K 0.02% 198
2020
Q4
$55K Buy
+531
New +$55K 0.04% 136