Blue Trust Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
2,641
+944
| +56% | +$131K | ﹤0.01% | 561 |
|
|
2025
Q1 | $199K | Sell |
1,697
-114
| -6% | -$13.4K | ﹤0.01% | 719 |
|
|
2024
Q4 | $230K | Sell |
1,811
-629
| -26% | -$79.7K | ﹤0.01% | 592 |
|
|
2024
Q3 | $269K | Buy |
2,440
+1,015
| +71% | +$112K | ﹤0.01% | 725 |
|
|
2024
Q2 | $163K | Hold |
1,425
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $163K | Sell |
1,425
-642
| -31% | -$73.3K | ﹤0.01% | 570 |
|
|
2023
Q4 | $189K | Buy |
2,067
+1,156
| +127% | +$106K | ﹤0.01% | 460 |
|
|
2023
Q3 | $88K | Buy |
911
+1
| +0.1% | +$97 | ﹤0.01% | 660 |
|
|
2023
Q2 | $83K | Sell |
910
-399
| -30% | -$36.4K | ﹤0.01% | 544 |
|
|
2023
Q1 | $109K | Buy |
1,309
+2
| +0.2% | +$167 | ﹤0.01% | 739 |
|
|
2022
Q4 | $102K | Buy |
1,307
+400
| +44% | +$31.2K | ﹤0.01% | 659 |
|
|
2022
Q3 | $72K | Sell |
907
-101
| -10% | -$8.02K | ﹤0.01% | 636 |
|
|
2022
Q2 | $101K | Buy |
+1,008
| New | +$101K | ﹤0.01% | 493 |
|