WealthSource Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $219K | Hold |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $220K | Buy |
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