DT Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
2,124
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $250K | Hold |
2,124
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $269K | Sell |
2,124
-73
| -3% | -$9.25K | 0.02% | 126 |
|
|
2024
Q3 | $258K | Hold |
2,197
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $242K | Hold |
2,197
| – | – | 0.02% | 126 |
|
|
2024
Q1 | $251K | Hold |
2,197
| – | – | 0.03% | 118 |
|
|
2023
Q4 | $232K | Buy |
2,197
+73
| +3% | +$7.72K | 0.03% | 123 |
|
|
2023
Q3 | $194K | Hold |
2,124
| – | – | 0.02% | 126 |
|
|
2023
Q2 | $210K | Hold |
2,124
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $191K | Hold |
2,124
| – | – | 0.02% | 128 |
|
|
2022
Q4 | $178K | Hold |
2,124
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $167K | Buy |
+2,124
| New | +$167K | 0.03% | 124 |
|
|
2022
Q2 | – | Sell |
-2,124
| Closed | -$213K | – | 153 |
|
|
2022
Q1 | $213K | Buy |
+2,124
| New | +$213K | 0.03% | 154 |
|
|
2021
Q4 | – | Sell |
-2,124
| Closed | -$238K | – | 139 |
|
|
2021
Q3 | $238K | Hold |
2,124
| – | – | 0.03% | 138 |
|
|
2021
Q2 | $240K | Hold |
2,124
| – | – | 0.03% | 113 |
|
|
2021
Q1 | $217K | Hold |
2,124
| – | – | 0.03% | 121 |
|
|
2020
Q4 | $218K | Buy |
+2,124
| New | +$218K | 0.03% | 110 |
|
|
2015
Q3 | – | Sell |
-5,600
| Closed | -$271K | – | 86 |
|
|
2015
Q2 | $271K | Buy |
+5,600
| New | +$271K | 0.07% | 107 |
|