Sutton Wealth Advisors’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 |
-548
| Closed | -$43.4K | – | 1692 |
|
|
2022
Q2 | $43.4K | Hold |
548
| – | – | 0.02% | 416 |
|
|
2022
Q1 | $55.1K | Hold |
548
| – | – | 0.02% | 374 |
|
|
2021
Q4 | $63.1K | Hold |
548
| – | – | 0.02% | 355 |
|
|
2021
Q3 | $61.4K | Hold |
548
| – | – | 0.02% | 348 |
|
|
2021
Q2 | $62K | Hold |
548
| – | – | 0.02% | 352 |
|
|
2021
Q1 | $55.9K | Hold |
548
| – | – | 0.02% | 365 |
|
|
2020
Q4 | $56.3K | Hold |
548
| – | – | 0.02% | 328 |
|
|
2020
Q3 | $47.4K | Hold |
548
| – | – | 0.02% | 315 |
|
|
2020
Q2 | $43.3K | Hold |
548
| – | – | 0.02% | 334 |
|
|
2020
Q1 | $33.3K | Hold |
548
| – | – | 0.02% | 349 |
|
|
2019
Q4 | $41.8K | Hold |
548
| – | – | 0.02% | 361 |
|
|
2019
Q3 | $38.7K | Hold |
548
| – | – | 0.02% | 375 |
|
|
2019
Q2 | $39.1K | Hold |
548
| – | – | 0.02% | 366 |
|
|
2019
Q1 | $37.2K | Hold |
548
| – | – | 0.02% | 376 |
|
|
2018
Q4 | $31.2K | Hold |
548
| – | – | 0.02% | 380 |
|
|
2018
Q3 | $37.1K | Hold |
548
| – | – | 0.02% | 366 |
|
|
2018
Q2 | $34.7K | Hold |
548
| – | – | 0.02% | 387 |
|
|
2018
Q1 | $33.7K | Hold |
548
| – | – | 0.02% | 383 |
|
|
2017
Q4 | $33.1K | Hold |
548
| – | – | 0.02% | 389 |
|
|
2017
Q3 | $31K | Hold |
548
| – | – | 0.02% | 393 |
|
|
2017
Q2 | $29.6K | Hold |
548
| – | – | 0.02% | 401 |
|
|
2017
Q1 | $28.4K | Hold |
548
| – | – | 0.02% | 383 |
|
|
2016
Q4 | $26.7K | Hold |
548
| – | – | 0.02% | 401 |
|
|
2016
Q3 | $26.7K | Hold |
548
| – | – | 0.02% | 387 |
|
|
2016
Q2 | $25.6K | Hold |
548
| – | – | 0.02% | 383 |
|
|
2016
Q1 | $25.3K | Buy |
+548
| New | +$25.3K | 0.02% | 377 |
|