Wittenberg Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,453
| Closed | -$381K | – | 76 |
|
|
2024
Q3 | $381K | Hold |
3,453
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $381K | Hold |
3,453
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $394K | Hold |
3,453
| – | – | 0.13% | 65 |
|
|
2023
Q4 | $361K | Hold |
3,453
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $315K | Hold |
3,453
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $334K | Buy |
3,453
+3
| +0.1% | +$290 | 0.12% | 66 |
|
|
2023
Q1 | $314K | Buy |
3,450
+5
| +0.1% | +$455 | 0.12% | 67 |
|
|
2022
Q4 | $288K | Buy |
3,445
+18
| +0.5% | +$1.51K | 0.12% | 68 |
|
|
2022
Q3 | $269K | Hold |
3,427
| – | – | 0.11% | 68 |
|
|
2022
Q2 | $271K | Buy |
3,427
+2,418
| +240% | +$191K | 0.11% | 72 |
|
|
2022
Q1 | $101K | Buy |
+1,009
| New | +$101K | 0.04% | 73 |
|