Caldwell Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
3,248
|
|
||||
|
2025
Q1 | $382K | Hold |
3,248
|
|
||||
|
2024
Q4 | $412K | Hold |
3,248
|
|
||||
|
2024
Q3 | $381K | Hold |
3,248
|
|
||||
|
2024
Q2 | $358K | Hold |
3,248
|
|
||||
|
2024
Q1 | $371K | Hold |
3,248
|
|
||||
|
2023
Q4 | $339K | Hold |
3,248
|
|
||||
|
2023
Q3 | $297K | Buy |
3,248
+550
|
|
||||
|
2023
Q2 | $261K | Hold |
2,698
|
|
||||
|
2023
Q1 | $246K | Hold |
2,698
|
|
||||
|
2022
Q4 | $226K | Sell |
2,698
-2,026
|
|
||||
|
2022
Q3 | $371K | Hold |
4,724
|
|
||||
|
2022
Q2 | $374K | Hold |
4,724
|
|
||||
|
2022
Q1 | $475K | Hold |
4,724
|
|
||||
|
2021
Q4 | $544K | Hold |
4,724
|
|
||||
|
2021
Q3 | $529K | Hold |
4,724
|
|
||||
|
2021
Q2 | $535K | Hold |
4,724
|
|
||||
|
2021
Q1 | $482K | Hold |
4,724
|
|
||||
|
2020
Q4 | $485K | Hold |
4,724
|
|
||||
|
2020
Q3 | $408K | Hold |
4,724
|
|
||||
|
2020
Q2 | $373K | Hold |
4,724
|
|
||||
|
2020
Q1 | $287K | Sell |
4,724
-70
|
|
||||
|
2019
Q4 | $366K | Buy |
+4,794
|
|