Fiduciary Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fiduciary Trust’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Buy	11,608 +1,460	+14%	+$202K	0.02%	311
2025 Q1	$1.19M	Sell	10,148 -385	-4%	-$45.2K	0.02%	351
2024 Q4	$1.34M	Buy	10,533 +723	+7%	+$91.6K	0.02%	306
2024 Q3	$1.15M	Hold	9,810	–	–	0.02%	341
2024 Q2	$1.08M	Hold	9,810	–	–	0.02%	329
2024 Q1	$1.12M	Hold	9,810	–	–	0.02%	329
2023 Q4	$1.02M	Hold	9,810	–	–	0.02%	335
2023 Q3	$896K	Hold	9,810	–	–	0.02%	338
2023 Q2	$948K	Hold	9,810	–	–	0.02%	343
2023 Q1	$893K	Sell	9,810 -1,123	-10%	-$102K	0.02%	341
2022 Q4	$914K	Buy	10,933 +1,183	+12%	+$98.9K	0.02%	352
2022 Q3	$765K	Hold	9,750	–	–	0.02%	364
2022 Q2	$772K	Hold	9,750	–	–	0.02%	370
2022 Q1	$980K	Sell	9,750 -3,800	-28%	-$382K	0.02%	355
2021 Q4	$1.56M	Sell	13,550 -22	-0.2%	-$2.53K	0.03%	284
2021 Q3	$1.52M	Hold	13,572	–	–	0.03%	272
2021 Q2	$1.54M	Hold	13,572	–	–	0.03%	274
2021 Q1	$1.39M	Hold	13,572	–	–	0.03%	282
2020 Q4	$1.39M	Hold	13,572	–	–	0.03%	277
2020 Q3	$1.17M	Sell	13,572 -42	-0.3%	-$3.63K	0.03%	269
2020 Q2	$1.08M	Buy	13,614 +7,726	+131%	+$611K	0.03%	265
2020 Q1	$358K	Hold	5,888	–	–	0.01%	396
2019 Q4	$449K	Hold	5,888	–	–	0.01%	399
2019 Q3	$416K	Buy	5,888 +1,458	+33%	+$103K	0.01%	401
2019 Q2	$316K	Sell	4,430 -636	-13%	-$45.4K	0.01%	424
2019 Q1	$344K	Sell	5,066 -120	-2%	-$8.15K	0.01%	389
2018 Q4	$295K	Sell	5,186 -180	-3%	-$10.2K	0.01%	387
2018 Q3	$364K	Hold	5,366	–	–	0.01%	373
2018 Q2	$340K	Hold	5,366	–	–	0.01%	379
2018 Q1	$330K	Hold	5,366	–	–	0.01%	375
2017 Q4	$324K	Hold	5,366	–	–	0.01%	366
2017 Q3	$304K	Hold	5,366	–	–	0.01%	377
2017 Q2	$290K	Hold	5,366	–	–	0.01%	386
2017 Q1	$278K	Hold	5,366	–	–	0.01%	390
2016 Q4	$261K	Buy	5,366 +156	+3%	+$7.59K	0.01%	404
2016 Q3	$254K	Hold	5,210	–	–	0.01%	403
2016 Q2	$244K	Hold	5,210	–	–	0.01%	396
2016 Q1	$240K	Hold	5,210	–	–	0.01%	394
2015 Q4	$239K	Hold	5,210	–	–	0.01%	353
2015 Q3	$231K	Hold	5,210	–	–	0.01%	343
2015 Q2	$252K	Hold	5,210	–	–	0.01%	318
2015 Q1	$255K	Hold	5,210	–	–	0.01%	314
2014 Q4	$243K	Hold	5,210	–	–	0.01%	314
2014 Q3	$230K	Sell	5,210 -388	-7%	-$17.1K	0.01%	308
2014 Q2	$251K	Hold	5,598	–	–	0.01%	294
2014 Q1	$240K	Hold	5,598	–	–	0.01%	292
2013 Q4	$236K	Buy	+5,598	New	+$236K	0.01%	288