Sugarloaf Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $196K | Hold |
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|
2024
Q2 | $184K | Hold |
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|
2024
Q1 | $190K | Hold |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $161K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $192K | Hold |
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|
2021
Q3 | $187K | Hold |
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|
2021
Q2 | $189K | Sell |
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|
2021
Q1 | $203 | Sell |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $132K | Hold |
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|
2020
Q1 | $101K | Hold |
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|
2019
Q4 | $127K | Buy |
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