Sweet Financial Partners’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
Q3 | $830K | Hold |
|
|||||
|
2024
Q2 | $781K | Hold |
|
|||||
|
2024
Q1 | $808K | Sell |
|
|||||
|
2023
Q4 | $798K | Hold |
|
|||||
|
2023
Q3 | $698K | Hold |
|
|||||
|
2023
Q2 | $739K | Hold |
|
|||||
|
2023
Q1 | $696K | Hold |
|
|||||
|
2022
Q4 | $639K | Sell |
|
|||||
|
2022
Q3 | $617K | Buy |
|
|||||
|
2022
Q2 | $504K | Hold |
|
|||||
|
2022
Q1 | $639K | Buy |
|
|||||
|
2021
Q4 | $667K | Buy |
|