Tarbox Family Office’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
Q2 | – | Sell |
-478
| Closed | -$48K | – | 555 |
|
|
2022
Q1 | $48K | Buy |
478
+1
| +0.2% | +$100 | 0.01% | 182 |
|
|
2021
Q4 | $55K | Hold |
477
| – | – | 0.01% | 213 |
|
|
2021
Q3 | $53K | Buy |
477
+1
| +0.2% | +$111 | 0.01% | 233 |
|
|
2021
Q2 | $54K | Hold |
476
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $49K | Hold |
476
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $49K | Hold |
476
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $41K | Hold |
476
| – | – | 0.01% | 202 |
|
|
2020
Q2 | $38K | Hold |
476
| – | – | 0.01% | 205 |
|
|
2020
Q1 | $29K | Buy |
+476
| New | +$29K | 0.01% | 211 |
|
|
2014
Q1 | – | Sell |
-640
| Closed | -$27K | – | 520 |
|
|
2013
Q4 | $27K | Buy |
+640
| New | +$27K | 0.02% | 177 |
|