Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $211K | Hold |
1,668
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $196K | Hold |
1,668
| – | – | 0.04% | 170 |
|
|
2024
Q2 | $184K | Hold |
1,668
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $190K | Hold |
1,668
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $174K | Hold |
1,668
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $152K | Hold |
1,668
| – | – | 0.04% | 166 |
|
|
2023
Q2 | $161K | Hold |
1,668
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $152K | Hold |
1,668
| – | – | 0.04% | 157 |
|
|
2022
Q4 | $139K | Hold |
1,668
| – | – | 0.04% | 159 |
|
|
2022
Q3 | $131K | Hold |
1,668
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $132K | Hold |
1,668
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $168K | Hold |
1,668
| – | – | 0.04% | 136 |
|
|
2021
Q4 | $192K | Hold |
1,668
| – | – | 0.05% | 130 |
|
|
2021
Q3 | $187K | Hold |
1,668
| – | – | 0.05% | 129 |
|
|
2021
Q2 | $189K | Sell |
1,668
-323
| -16% | -$36.6K | 0.05% | 132 |
|
|
2021
Q1 | $203 | Sell |
1,991
-5
| -0.3% | -$1 | 0.06% | 124 |
|
|
2020
Q4 | $205K | Buy |
1,996
+328
| +20% | +$33.7K | 0.07% | 112 |
|
|
2020
Q3 | $144K | Hold |
1,668
| – | – | 0.05% | 132 |
|
|
2020
Q2 | $132K | Hold |
1,668
| – | – | 0.05% | 138 |
|
|
2020
Q1 | $101K | Hold |
1,668
| – | – | 0.05% | 154 |
|
|
2019
Q4 | $127K | Buy |
+1,668
| New | +$127K | 0.05% | 148 |
|