TCV Trust & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,985
| Closed | -$229K | – | 213 |
|
|
2021
Q4 | $229K | Sell |
1,985
-50
| -2% | -$5.77K | 0.02% | 192 |
|
|
2021
Q3 | $228K | Sell |
2,035
-60
| -3% | -$6.72K | 0.03% | 179 |
|
|
2021
Q2 | $238K | Sell |
2,095
-25
| -1% | -$2.84K | 0.03% | 172 |
|
|
2021
Q1 | $216K | Hold |
2,120
| – | – | 0.03% | 176 |
|
|
2020
Q4 | $218K | Buy |
+2,120
| New | +$218K | 0.03% | 175 |
|