Welch & Forbes’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 |
-1,873
| Closed | -$214K | – | 378 |
|
|
2024
Q1 | $214K | Sell |
1,873
-175
| -9% | -$20K | ﹤0.01% | 367 |
|
|
2023
Q4 | $214K | Buy |
+2,048
| New | +$214K | ﹤0.01% | 353 |
|
|
2022
Q1 | – | Sell |
-2,127
| Closed | -$245K | – | 404 |
|
|
2021
Q4 | $245K | Hold |
2,127
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $238K | Sell |
2,127
-250
| -11% | -$28K | ﹤0.01% | 366 |
|
|
2021
Q2 | $269K | Hold |
2,377
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $243K | Sell |
2,377
-23
| -1% | -$2.35K | ﹤0.01% | 362 |
|
|
2020
Q4 | $246K | Hold |
2,400
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $207K | Sell |
2,400
-446
| -16% | -$38.5K | ﹤0.01% | 343 |
|
|
2020
Q2 | $225K | Buy |
+2,846
| New | +$225K | 0.01% | 335 |
|
|
2020
Q1 | – | Sell |
-3,196
| Closed | -$244K | – | 345 |
|
|
2019
Q4 | $244K | Buy |
+3,196
| New | +$244K | 0.01% | 329 |
|
|
2019
Q2 | – | Sell |
-3,004
| Closed | -$204K | – | 354 |
|
|
2019
Q1 | $204K | Buy |
+3,004
| New | +$204K | 0.01% | 336 |
|