Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-214
| Closed | -$23.6K | – | 598 |
|
|
2024
Q2 | $23.6K | Hold |
214
| – | – | 0.01% | 485 |
|
|
2024
Q1 | $24.4K | Hold |
214
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $22.4K | Hold |
214
| – | – | 0.01% | 474 |
|
|
2023
Q3 | $20K | Hold |
214
| – | – | 0.01% | 476 |
|
|
2023
Q2 | $21K | Buy |
+214
| New | +$21K | 0.01% | 475 |
|
|
2022
Q4 | $18K | Hold |
214
| – | – | 0.01% | 454 |
|
|
2022
Q3 | $17K | Sell |
214
-2,596
| -92% | -$206K | 0.01% | 456 |
|
|
2022
Q2 | $223K | Hold |
2,810
| – | – | 0.15% | 135 |
|
|
2022
Q1 | $282K | Hold |
2,810
| – | – | 0.16% | 134 |
|
|
2021
Q4 | $324K | Buy |
+2,810
| New | +$324K | 0.17% | 116 |
|