Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,818
| Closed | -$1.41M | – | 224 |
|
|
2020
Q2 | $1.41M | Hold |
17,818
| – | – | 0.24% | 84 |
|
|
2020
Q1 | $1.08M | Sell |
17,818
-380
| -2% | -$23.1K | 0.23% | 101 |
|
|
2019
Q4 | $1.39M | Sell |
18,198
-4,200
| -19% | -$320K | 0.22% | 107 |
|
|
2019
Q3 | $1.58M | Buy |
22,398
+4,600
| +26% | +$325K | 0.28% | 99 |
|
|
2019
Q2 | $1.27M | Buy |
17,798
+3,202
| +22% | +$228K | 0.19% | 118 |
|
|
2019
Q1 | $990K | Buy |
+14,596
| New | +$990K | 0.18% | 112 |
|
|
2018
Q4 | – | Sell |
-6,636
| Closed | -$450K | – | 189 |
|
|
2018
Q3 | $450K | Buy |
+6,636
| New | +$450K | 0.08% | 148 |
|