Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $208K | Sell |
2,410
-2,960
| -55% | -$255K | 0.01% | 444 |
|
|
2020
Q2 | $425K | Sell |
5,370
-238
| -4% | -$18.8K | 0.03% | 285 |
|
|
2020
Q1 | $341K | Buy |
5,608
+2
| +0% | +$122 | 0.03% | 284 |
|
|
2019
Q4 | $428K | Sell |
5,606
-2
| -0% | -$153 | 0.03% | 304 |
|
|
2019
Q3 | $396K | Sell |
5,608
-420
| -7% | -$29.7K | 0.03% | 293 |
|
|
2019
Q2 | $430K | Buy |
6,028
+846
| +16% | +$60.3K | 0.03% | 279 |
|
|
2019
Q1 | $352K | Buy |
5,182
+2
| +0% | +$136 | 0.03% | 318 |
|
|
2018
Q4 | $295K | Buy |
5,180
+6
| +0.1% | +$342 | 0.03% | 324 |
|
|
2018
Q3 | $351K | Buy |
5,174
+2
| +0% | +$136 | 0.03% | 317 |
|
|
2018
Q2 | $328K | Hold |
5,172
| – | – | 0.03% | 333 |
|
|
2018
Q1 | $318K | Buy |
5,172
+1,482
| +40% | +$91.1K | 0.03% | 346 |
|
|
2017
Q4 | $223K | Buy |
3,690
+1,484
| +67% | +$89.7K | 0.02% | 444 |
|
|
2017
Q3 | $125K | Buy |
2,206
+2
| +0.1% | +$113 | 0.01% | 622 |
|
|
2017
Q2 | $119K | Buy |
2,204
+1,034
| +88% | +$55.8K | 0.01% | 629 |
|
|
2017
Q1 | $61K | Hold |
1,170
| – | – | 0.01% | 751 |
|
|
2016
Q4 | $57K | Buy |
1,170
+236
| +25% | +$11.5K | 0.01% | 735 |
|
|
2016
Q3 | $45K | Hold |
934
| – | – | 0.01% | 810 |
|
|
2016
Q2 | $44K | Hold |
934
| – | – | 0.01% | 770 |
|
|
2016
Q1 | $43K | Hold |
934
| – | – | 0.01% | 738 |
|
|
2015
Q4 | $43K | Buy |
+934
| New | +$43K | 0.01% | 758 |
|