Unionview LLC’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
Q4 | $374K | Buy |
2,947
+1
| +0% | +$127 | 0.27% | 54 |
|
|
2024
Q3 | $346K | Buy |
2,946
+1
| +0% | +$117 | 0.27% | 58 |
|
|
2024
Q2 | $325K | Hold |
2,945
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $336K | Buy |
2,945
+1
| +0% | +$114 | 0.28% | 56 |
|
|
2023
Q4 | $308K | Buy |
2,944
+163
| +6% | +$17K | 0.28% | 58 |
|
|
2023
Q3 | $254K | Sell |
2,781
-50
| -2% | -$4.57K | 0.24% | 68 |
|
|
2023
Q2 | $274K | Buy |
2,831
+105
| +4% | +$10.1K | 0.25% | 67 |
|
|
2023
Q1 | $248K | Buy |
+2,726
| New | +$248K | 0.23% | 71 |
|