Edmond de Rothschild Holding’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 | $161K | Hold |
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|
2025
Q2 | $157K | Sell |
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|
2025
Q1 | $516K | Hold |
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|
2024
Q4 | $557K | Hold |
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $161K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $380K | Hold |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $654K | Sell |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $643K | Buy |
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