Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $926K | Hold |
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|
2023
Q2 | $977K | Buy |
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|
2023
Q1 | $906K | Hold |
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|
2022
Q4 | $831K | Hold |
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|
2022
Q3 | $781K | Sell |
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|
2022
Q2 | $802K | Sell |
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|
2022
Q1 | $1.27M | Hold |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $4.81M | Buy |
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|
2021
Q1 | $4.33M | Hold |
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|
2020
Q4 | $4.36M | Sell |
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|
2020
Q3 | $3.7M | Buy |
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|
2020
Q2 | $3.32M | Buy |
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|
2020
Q1 | $799K | Sell |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $853K | Buy |
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|
2018
Q3 | $962K | Sell |
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|
2018
Q2 | $1.66M | Buy |
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|
2018
Q1 | $1.61M | Hold |
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|
2017
Q4 | $1.57M | Buy |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $1.41M | Buy |
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|
2017
Q1 | $645K | Buy |
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|
2016
Q4 | $584K | Buy |
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