Sterling Investment Advisors (Pennsylvania)’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
Q3 | – | Sell |
-682
| Closed | -$54K | – | 302 |
|
|
2022
Q2 | $54K | Hold |
682
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $69K | Sell |
682
-300
| -31% | -$30.4K | 0.02% | 225 |
|
|
2021
Q4 | $113K | Hold |
982
| – | – | 0.03% | 184 |
|
|
2021
Q3 | $110K | Hold |
982
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $111K | Hold |
982
| – | – | 0.03% | 189 |
|
|
2021
Q1 | $100K | Hold |
982
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $101K | Hold |
982
| – | – | 0.03% | 175 |
|
|
2020
Q3 | $85K | Hold |
982
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $77K | Hold |
982
| – | – | 0.03% | 179 |
|
|
2020
Q1 | $59K | Hold |
982
| – | – | 0.03% | 177 |
|
|
2019
Q4 | $74K | Hold |
982
| – | – | 0.03% | 177 |
|
|
2019
Q3 | $69K | Hold |
982
| – | – | 0.04% | 182 |
|
|
2019
Q2 | $70K | Hold |
982
| – | – | 0.04% | 180 |
|
|
2019
Q1 | $67K | Hold |
982
| – | – | 0.03% | 185 |
|
|
2018
Q4 | $55K | Hold |
982
| – | – | 0.03% | 185 |
|
|
2018
Q3 | $67K | Hold |
982
| – | – | 0.04% | 193 |
|
|
2018
Q2 | $62K | Hold |
982
| – | – | 0.04% | 186 |
|
|
2018
Q1 | $60K | Hold |
982
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $59K | Hold |
982
| – | – | 0.04% | 172 |
|
|
2017
Q3 | $56K | Sell |
982
-140
| -12% | -$7.98K | 0.04% | 168 |
|
|
2017
Q2 | $61K | Buy |
1,122
+682
| +155% | +$37.1K | 0.04% | 165 |
|
|
2017
Q1 | $23K | Hold |
440
| – | – | 0.02% | 235 |
|
|
2016
Q4 | $21K | Buy |
+440
| New | +$21K | 0.02% | 213 |
|