Woodmont Investment Counsel’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 |
-949
| Closed | -$108K | – | 304 |
|
2024
Q1 | $108K | Buy |
+949
| New | +$108K | 0.01% | 271 |
|
2022
Q2 | – | Sell |
-2,019
| Closed | -$203K | – | 241 |
|
2022
Q1 | $203K | Buy |
2,019
+36
| +2% | +$3.62K | 0.02% | 235 |
|
2021
Q4 | $229K | Hold |
1,983
| – | – | 0.03% | 200 |
|
2021
Q3 | $222K | Hold |
1,983
| – | – | 0.03% | 194 |
|
2021
Q2 | $225K | Buy |
+1,983
| New | +$225K | 0.04% | 186 |
|