Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-166
| Closed | -$11K | – | 781 |
|
|
2019
Q1 | $11K | Hold |
166
| – | – | 0.01% | 478 |
|
|
2018
Q4 | $10K | Hold |
166
| – | – | 0.01% | 476 |
|
|
2018
Q3 | $11K | Hold |
166
| – | – | 0.01% | 433 |
|
|
2018
Q2 | $11K | Hold |
166
| – | – | 0.01% | 503 |
|
|
2018
Q1 | $10K | Hold |
166
| – | – | 0.01% | 536 |
|
|
2017
Q4 | $10K | Buy |
+166
| New | +$10K | 0.01% | 541 |
|