Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 231 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 496 |
|
|
2022
Q2 | – | Sell |
-772
| Closed | -$78K | – | 711 |
|
|
2022
Q1 | $78K | Buy |
772
+386
| +100% | +$39K | 0.05% | 145 |
|
|
2021
Q4 | $44K | Hold |
386
| – | – | 0.03% | 272 |
|
|
2021
Q3 | $46K | Hold |
386
| – | – | 0.04% | 250 |
|
|
2021
Q2 | $44K | Hold |
386
| – | – | 0.03% | 271 |
|
|
2021
Q1 | $39K | Hold |
386
| – | – | 0.03% | 256 |
|
|
2020
Q4 | $40K | Buy |
+386
| New | +$40K | 0.04% | 143 |
|
|
2018
Q3 | $182K | Buy |
2,680
+2
| +0.1% | +$136 | 0.12% | 129 |
|
|
2018
Q2 | $170K | Buy |
2,678
+386
| +17% | +$24.5K | 0.12% | 125 |
|
|
2018
Q1 | $141K | Buy |
2,292
+4
| +0.2% | +$246 | 0.11% | 136 |
|
|
2017
Q4 | $144K | Buy |
+2,288
| New | +$144K | 0.11% | 137 |
|