Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $830K | Hold |
7,077
| – | – | 0.18% | 91 |
|
|
2024
Q2 | $781K | Hold |
7,077
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $808K | Sell |
7,077
-566
| -7% | -$64.6K | 0.19% | 88 |
|
|
2023
Q4 | $798K | Hold |
7,643
| – | – | 0.19% | 84 |
|
|
2023
Q3 | $698K | Hold |
7,643
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $739K | Hold |
7,643
| – | – | 0.19% | 75 |
|
|
2023
Q1 | $696K | Hold |
7,643
| – | – | 0.19% | 82 |
|
|
2022
Q4 | $639K | Sell |
7,643
-230
| -3% | -$19.2K | 0.19% | 85 |
|
|
2022
Q3 | $617K | Buy |
7,873
+1,517
| +24% | +$119K | 0.2% | 75 |
|
|
2022
Q2 | $504K | Hold |
6,356
| – | – | 0.16% | 84 |
|
|
2022
Q1 | $639K | Buy |
6,356
+566
| +10% | +$56.9K | 0.17% | 76 |
|
|
2021
Q4 | $667K | Buy |
+5,790
| New | +$667K | 0.28% | 52 |
|