Websterrogers Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,450
| Closed | -$280K | – | 70 |
|
|
2024
Q1 | $280K | Hold |
2,450
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $256K | Hold |
2,450
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $224K | Hold |
2,450
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $237K | Hold |
2,450
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $223K | Hold |
2,450
| – | – | 0.1% | 57 |
|
|
2022
Q4 | $205K | Buy |
+2,450
| New | +$205K | 0.1% | 61 |
|
|
2022
Q2 | – | Sell |
-2,450
| Closed | -$248K | – | 62 |
|
|
2022
Q1 | $248K | Buy |
+2,450
| New | +$248K | 0.13% | 58 |
|