YorkBridge Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $541K | Buy |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $505K | Sell |
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|
2022
Q1 | $778K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $655K | Sell |
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|
2020
Q4 | $689K | Buy |
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|
2020
Q3 | $555K | Buy |
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|
2020
Q2 | $453K | Hold |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $438K | Hold |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $543K | Sell |
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|
2018
Q3 | $647K | Buy |
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|
2018
Q2 | $607K | Hold |
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|
2018
Q1 | $590K | Hold |
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|
2017
Q4 | $577K | Sell |
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|
2017
Q3 | $555K | Sell |
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|
2017
Q2 | $546K | Hold |
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|
2017
Q1 | $534K | Sell |
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|
2016
Q4 | $504K | Buy |
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