Topel & Distasi 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
Q3
Sell
-12,799
Closed -$1.01M 73
2022
Q2
$1.01M Buy
12,799
+1,258
+11% +$99.7K 0.59% 38
2022
Q1
$1.16M Buy
+11,541
New +$1.16M 0.49% 45