de Truepoint Inc iShares Russell Mid-Cap Growth ETF IWP Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 47 M | Vender |
320,731
-15,586
| -5% | -USD 2.15 M | 0.98% | 19 |
|
|
2026
Q1 | USD 43.1 M | Comprar |
336,317
+51,105
| +18% | +USD 6.92 M | 0.96% | 21 |
|
|
2025
Q4 | USD 39.1 M | Vender |
285,212
-1,190
| -0.4% | -USD 166 k | 0.88% | 21 |
|
|
2025
Q3 | USD 40.8 M | Vender |
286,402
-2,244
| -0.8% | -USD 317 k | 0.95% | 21 |
|
|
2025
Q2 | USD 40 M | Comprar |
288,646
+38,765
| +16% | +USD 4.9 M | 1% | 21 |
|
|
2025
Q1 | USD 29.4 M | Comprar |
249,881
+14,665
| +6% | +USD 1.89 M | 0.8% | 20 |
|
|
2024
Q4 | USD 29.8 M | Vender |
235,216
-6,898
| -3% | -USD 877 k | 0.8% | 20 |
|
|
2024
Q3 | USD 28.4 M | Vender |
242,114
-1,095
| -0.5% | -USD 122 k | 0.76% | 20 |
|
|
2024
Q2 | USD 26.8 M | Vender |
243,209
-7,662
| -3% | -USD 842 k | 0.77% | 20 |
|
|
2024
Q1 | USD 28.6 M | Vender |
250,871
-7,517
| -3% | -USD 813 k | 0.81% | 20 |
|
|
2023
Q4 | USD 27 M | Comprar |
258,388
+11,931
| +5% | +USD 1.13 M | 0.79% | 21 |
|
|
2023
Q3 | USD 22.5 M | Vender |
246,457
-2,245
| -0.9% | -USD 215 k | 0.72% | 22 |
|
|
2023
Q2 | USD 24 M | Vender |
248,702
-3,973
| -2% | -USD 362 k | 0.8% | 20 |
|
|
2023
Q1 | USD 23 M | Vender |
252,675
-3,962
| -2% | -USD 354 k | 0.79% | 19 |
|
|
2022
Q4 | USD 21.5 M | Vender |
256,637
-28,146
| -10% | -USD 2.37 M | 0.78% | 20 |
|
|
2022
Q3 | USD 22.3 M | Vender |
284,783
-64,365
| -18% | -USD 5.54 M | 1.14% | 19 |
|
|
2022
Q2 | USD 27.7 M | Comprar |
349,148
+46,888
| +16% | +USD 4.08 M | 1.44% | 14 |
|
|
2022
Q1 | USD 30.4 M | Comprar |
302,260
+84,365
| +39% | +USD 8.4 M | 1.44% | 13 |
|
|
2021
Q4 | USD 25.1 M | Vender |
217,895
-462
| -0.2% | -USD 53.9 k | 1.17% | 13 |
|
|
2021
Q3 | USD 24.5 M | Vender |
218,357
-1,581
| -0.7% | -USD 182 k | 1.23% | 13 |
|
|
2021
Q2 | USD 24.9 M | Vender |
219,938
-1,726
| -0.8% | -USD 184 k | 1.38% | 13 |
|
|
2021
Q1 | USD 22.6 M | Vender |
221,664
-5,188
| -2% | -USD 542 k | 1.41% | 11 |
|
|
2020
Q4 | USD 23.3 M | Vender |
226,852
-11,836
| -5% | -USD 1.13 M | 1.55% | 11 |
|
|
2020
Q3 | USD 20.6 M | Vender |
238,688
-5,102
| -2% | -USD 431 k | 1.58% | 11 |
|
|
2020
Q2 | USD 19.3 M | Vender |
243,790
-21,962
| -8% | -USD 1.59 M | 1.55% | 11 |
|
|
2020
Q1 | USD 16.2 M | Comprar |
265,752
+153,290
| +136% | +USD 11.2 M | 1.48% | 12 |
|
|
2019
Q4 | USD 8.58 M | Vender |
112,462
-4,656
| -4% | -USD 341 k | 0.65% | 11 |
|
|
2019
Q3 | USD 8.28 M | Vender |
117,118
-604
| -0.5% | -USD 43.4 k | 0.72% | 10 |
|
|
2019
Q2 | USD 8.39 M | Vender |
117,722
-5,094
| -4% | -USD 354 k | 0.68% | 11 |
|
|
2019
Q1 | USD 8.33 M | Comprar |
122,816
+12,520
| +11% | +USD 804 k | 0.71% | 11 |
|
|
2018
Q4 | USD 6.27 M | Comprar |
110,296
+35,578
| +48% | +USD 2.16 M | 0.6% | 13 |
|
|
2018
Q3 | USD 5.06 M | Vender |
74,718
-1,268
| -2% | -USD 84.3 k | 0.44% | 12 |
|
|
2018
Q2 | USD 4.82 M | Comprar |
75,986
+66,476
| +699% | +USD 4.18 M | 0.43% | 13 |
|
|
2018
Q1 | USD 38.7 k | Vender |
9,510
-70,650
| -88% | -USD 4.41 M | 0.3% | 17 |
|
|
2017
Q4 | USD 4.84 M | Vender |
80,160
-232
| -0.3% | -USD 13.6 k | 0.45% | 11 |
|
|
2017
Q3 | USD 4.55 M | Vender |
80,392
-24
| -0% | -USD 1.32 k | 0.45% | 11 |
|
|
2017
Q2 | USD 4.39 M | Vender |
80,416
-1,866
| -2% | -USD 99.3 k | 0.44% | 12 |
|
|
2017
Q1 | USD 4.27 M | Vender |
82,282
-324
| -0.4% | -USD 16.5 k | 0.46% | 12 |
|
|
2016
Q4 | USD 4.2 M | Vender |
82,606
-4,866
| -6% | -USD 235 k | 0.47% | 11 |
|
|
2016
Q3 | USD 4.26 M | Vender |
87,472
-174
| -0.2% | -USD 8.44 k | 0.52% | 10 |
|
|
2016
Q2 | USD 4.1 M | Vender |
87,646
-1,668
| -2% | -USD 77.2 k | 0.53% | 11 |
|
|
2016
Q1 | USD 4.12 M | Comprar |
89,314
+65,232
| +271% | +USD 2.82 M | 0.54% | 13 |
|
|
2015
Q4 | USD 1.11 M | Vender |
24,082
-12,266
| -34% | -USD 570 k | 0.15% | 20 |
|
|
2015
Q3 | USD 1.61 M | Comprar |
36,348
+20,088
| +124% | +USD 953 k | 0.24% | 19 |
|
|
2015
Q2 | USD 787 k | Vender |
16,260
-12,926
| -44% | -USD 638 k | 0.12% | 17 |
|
|
2015
Q1 | USD 1.43 M | Comprar |
29,186
+12,914
| +79% | +USD 616 k | 0.22% | 13 |
|
|
2014
Q4 | USD 759 k | Comprar |
16,272
+12
| +0.1% | +USD 543 | 0.12% | 15 |
|
|
2014
Q3 | USD 718 k | Vender |
16,260
-466
| -3% | -USD 20.8 k | 0.12% | 16 |
|
|
2014
Q2 | USD 749 k | Comprar |
16,726
+1,476
| +10% | +USD 63.4 k | 0.13% | 14 |
|
|
2014
Q1 | USD 654 k | Vender |
15,250
-3,364
| -18% | -USD 143 k | 0.13% | 15 |
|
|
2013
Q4 | USD 785 k | Vender |
18,614
-23,484
| -56% | -USD 949 k | 0.16% | 12 |
|
|
2013
Q3 | USD 1.65 M | Comprar |
+42,098
| Nuevas | +USD 1.6 M | 0.34% | 11 |
|
Otros fondos que tienen IWP en su cartera
Posición de Truepoint Inc en IWP: resumen de T2 2026
Truepoint Inc redujo su participación en iShares Russell Mid-Cap Growth ETF (IWP) en 4.6% durante T2 2026, al vender acciones por un valor estimado de USD 2.15 M, y conservó 320,731 acciones valuadas en USD 47 M. La posición representa 0.98% de la cartera y ocupa el puesto #19.
Truepoint Inc reportó por primera vez una posición en IWP en T3 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 1,222 fondos que sigue Wall St. Rank mantienen una posición en IWP.
- Al cierre de T2 2026, Truepoint Inc tenía 320,731 acciones de iShares Russell Mid-Cap Growth ETF con un valor de USD 47 M.
- Truepoint Inc vendió 15,586 acciones de iShares Russell Mid-Cap Growth ETF en T2 2026, por un valor estimado de USD 2.15 M.
- iShares Russell Mid-Cap Growth ETF representó 0.98% de la cartera de Truepoint Inc en T2 2026 y fue su posición número 19.
- Truepoint Inc reportó por primera vez una posición en iShares Russell Mid-Cap Growth ETF en T3 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 1,222 fondos que sigue Wall St. Rank tenían iShares Russell Mid-Cap Growth ETF en cartera.
Según el Informe 13F de Truepoint Inc correspondiente a T2 2026, presentado el 31 jul 2026.