Colonial Trust’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
Q3
$673K Sell
2025
Q2
$661K Sell
2025
Q1
$736K Sell
2024
Q4
$810K Sell
2024
Q3
$752K Sell
2024
Q2
$748K Sell
2024
Q1
$797K Sell
2023
Q4
$734K Buy
2023
Q3
$645K Sell
2023
Q2
$690K Hold
2023
Q1
$650K Sell
2022
Q4
$618K Sell
2022
Q3
$583K Buy