SWM
Strategic Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.53M | Hold |
21,915
| – | – | 1.25% | 34 |
|
|
2021
Q3 | $2.46M | Sell |
21,915
-1,149
| -5% | -$129K | 1.28% | 32 |
|
|
2021
Q2 | $2.61M | Hold |
23,064
| – | – | 1.41% | 27 |
|
|
2021
Q1 | $2.35M | Sell |
23,064
-5,016
| -18% | -$512K | 1.41% | 26 |
|
|
2020
Q4 | $2.88M | Buy |
28,080
+12,802
| +84% | +$1.31M | 1.77% | 20 |
|
|
2020
Q3 | $2.64M | Sell |
15,278
-55
| -0.4% | -$9.51K | 1.97% | 15 |
|
|
2020
Q2 | $2.42M | Buy |
+15,333
| New | +$2.42M | 2.24% | 15 |
|
|
2014
Q4 | – | Sell |
-47,509
| Closed | -$4.2M | – | 53 |
|
|
2014
Q3 | $4.2M | Buy |
+47,509
| New | +$4.2M | 4.37% | 7 |
|