VitalStone Financial’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 | $202K | Hold |
1,725
| – | – | 0.14% | 105 |
|
|
2024
Q2 | $190K | Hold |
1,725
| – | – | 0.14% | 111 |
|
|
2024
Q1 | $197K | Hold |
1,725
| – | – | 0.15% | 107 |
|
|
2023
Q4 | $180K | Sell |
1,725
-223
| -11% | -$23.3K | 0.14% | 99 |
|
|
2023
Q3 | $178K | Sell |
1,948
-69
| -3% | -$6.31K | 0.15% | 85 |
|
|
2023
Q2 | $183K | Sell |
2,017
-1,219
| -38% | -$111K | 0.1% | 126 |
|
|
2023
Q1 | $373K | Buy |
3,236
+477
| +17% | +$55K | 0.31% | 55 |
|
|
2022
Q4 | $230K | Buy |
+2,759
| New | +$230K | 0.16% | 47 |
|