WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,010
| Closed | -$347K | – | 132 |
|
|
2021
Q4 | $347K | Sell |
3,010
-5,389
| -64% | -$621K | 0.12% | 80 |
|
|
2021
Q3 | $941K | Buy |
8,399
+722
| +9% | +$80.9K | 0.35% | 34 |
|
|
2021
Q2 | $869K | Buy |
7,677
+135
| +2% | +$15.3K | 0.34% | 38 |
|
|
2021
Q1 | $770K | Sell |
7,542
-183
| -2% | -$18.7K | 0.33% | 48 |
|
|
2020
Q4 | $793K | Buy |
7,725
+1,505
| +24% | +$154K | 0.38% | 35 |
|
|
2020
Q3 | $538K | Buy |
6,220
+388
| +7% | +$33.6K | 0.3% | 45 |
|
|
2020
Q2 | $461K | Buy |
5,832
+1,664
| +40% | +$132K | 0.28% | 46 |
|
|
2020
Q1 | $253K | Sell |
4,168
-3,872
| -48% | -$235K | 0.19% | 73 |
|
|
2019
Q4 | $613K | Buy |
8,040
+4,828
| +150% | +$368K | 0.38% | 38 |
|
|
2019
Q3 | $227K | Sell |
3,212
-194
| -6% | -$13.7K | 0.16% | 80 |
|
|
2019
Q2 | $243K | Buy |
+3,406
| New | +$243K | 0.17% | 85 |
|
|
2019
Q1 | – | Sell |
-726
| Closed | -$41K | – | 319 |
|
|
2018
Q4 | $41K | Buy |
+726
| New | +$41K | 0.04% | 194 |
|