WealthSource Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $216K | Buy |
+2,069
| New | +$216K | 0.01% | 469 |
|
|
2023
Q3 | – | Sell |
-2,091
| Closed | -$202K | – | 502 |
|
|
2023
Q2 | $202K | Buy |
+2,091
| New | +$202K | 0.01% | 471 |
|
|
2022
Q2 | – | Sell |
-2,063
| Closed | -$207K | – | 558 |
|
|
2022
Q1 | $207K | Hold |
2,063
| – | – | 0.01% | 540 |
|
|
2021
Q4 | $238K | Sell |
2,063
-200
| -9% | -$23.1K | 0.02% | 482 |
|
|
2021
Q3 | $254K | Buy |
2,263
+115
| +5% | +$12.9K | 0.02% | 436 |
|
|
2021
Q2 | $243K | Hold |
2,148
| – | – | 0.02% | 407 |
|
|
2021
Q1 | $219K | Hold |
2,148
| – | – | 0.02% | 395 |
|
|
2020
Q4 | $220K | Buy |
+2,148
| New | +$220K | 0.03% | 344 |
|
|
2020
Q1 | – | Sell |
-4,246
| Closed | -$324K | – | 383 |
|
|
2019
Q4 | $324K | Buy |
4,246
+1,186
| +39% | +$90.5K | 0.04% | 298 |
|
|
2019
Q3 | $216K | Sell |
3,060
-22
| -0.7% | -$1.55K | 0.03% | 398 |
|
|
2019
Q2 | $220K | Buy |
+3,082
| New | +$220K | 0.03% | 403 |
|