Williams Jones Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,286
| Closed | -$230K | – | 596 |
|
|
2022
Q1 | $230K | Hold |
2,286
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $263K | Hold |
2,286
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $256K | Buy |
+2,286
| New | +$256K | ﹤0.01% | 424 |
|
|
2020
Q3 | – | Sell |
-3,662
| Closed | -$290K | – | 448 |
|
|
2020
Q2 | $290K | Buy |
+3,662
| New | +$290K | 0.01% | 325 |
|