Gilbert & Cook’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 | $674K | Sell |
|
|||||
|
2025
Q2 | $657K | Hold |
|
|||||
|
2025
Q1 | $557K | Hold |
|
|||||
|
2024
Q4 | $601K | Sell |
|
|||||
|
2024
Q3 | $584K | Sell |
|
|||||
|
2024
Q2 | $556K | Hold |
|
|||||
|
2024
Q1 | $575K | Buy |
|
|||||
|
2023
Q4 | $520K | Sell |
|
|||||
|
2023
Q3 | $461K | Sell |
|
|||||
|
2023
Q2 | $490K | Hold |
|
|||||
|
2023
Q1 | $461K | Sell |
|
|||||
|
2022
Q4 | $424K | Hold |
|
|||||
|
2022
Q3 | $416K | Sell |
|
|||||
|
2022
Q2 | $403K | Buy |
|
|||||
|
2022
Q1 | $466K | Hold |
|
|||||
|
2021
Q4 | $534K | Hold |
|
|||||
|
2021
Q3 | $519K | Hold |
|
|||||
|
2021
Q2 | $524K | Hold |
|
|||||
|
2021
Q1 | $473K | Hold |
|
|||||
|
2020
Q4 | $475K | Sell |
|
|||||
|
2020
Q3 | $401K | Hold |
|
|||||
|
2020
Q2 | $366K | Sell |
|
|||||
|
2020
Q1 | $463K | Hold |
|
|||||
|
2019
Q4 | $581K | Sell |
|
|||||
|
2019
Q3 | $552K | Sell |
|
|||||
|
2019
Q2 | $572K | Hold |
|
|||||
|
2019
Q1 | $545K | Sell |
|
|||||
|
2018
Q4 | $471K | Sell |
|
|||||
|
2018
Q3 | $561K | Sell |
|
|||||
|
2018
Q2 | $535K | Hold |
|
|||||
|
2018
Q1 | $519K | Sell |
|
|||||
|
2017
Q4 | $525K | Buy |
|
|||||
|
2017
Q3 | $481K | Sell |
|
|||||
|
2017
Q2 | $469K | Hold |
|
|||||
|
2017
Q1 | $450K | Sell |
|
|||||
|
2016
Q4 | $422K | Buy |
|