Colonial Trust Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
|
|||||
|
2025
Q1 | $94K | Hold |
|
|||||
|
2024
Q4 | $101K | Hold |
|
|||||
|
2024
Q3 | $93.8K | Hold |
|
|||||
|
2024
Q2 | $88.3K | Hold |
|
|||||
|
2024
Q1 | $91.3K | Hold |
|
|||||
|
2023
Q4 | $83.6K | Hold |
|
|||||
|
2023
Q3 | $73.1K | Hold |
|
|||||
|
2023
Q2 | $77.3K | Hold |
|
|||||
|
2023
Q1 | $72.8K | Hold |
|
|||||
|
2022
Q4 | $66.9K | Hold |
|
|||||
|
2022
Q3 | $63K | Buy |
|