CIA
Choate Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
10,143
+2,383
| +31% | +$330K | 0.03% | 166 |
|
|
2025
Q1 | $912K | Hold |
7,760
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $984K | Buy |
+7,760
| New | +$984K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-692
| Closed | -$63.2K | – | 413 |
|
|
2023
Q3 | $63.2K | Buy |
+692
| New | +$63.2K | ﹤0.01% | 390 |
|
|
2020
Q4 | – | Sell |
-1,788
| Closed | -$309K | – | 292 |
|
|
2020
Q3 | $309K | Hold |
1,788
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $283K | Buy |
+1,788
| New | +$283K | 0.02% | 208 |
|