Crestwood Advisors Group’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
2023
Q4
Sell
-2,341
Closed -$214K 408
2023
Q3
$214K Buy
+2,341
New +$214K 0.01% 338
2017
Q2
Sell
-788
Closed -$42K 297
2017
Q1
$42K Buy
+788
New +$42K ﹤0.01% 276