Gratus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $827K | Buy |
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|
2024
Q1 | $682K | Buy |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $473K | Hold |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $576K | Buy |
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|
2021
Q3 | $560K | Hold |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $429K | Hold |
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|
2020
Q3 | $361K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $220K | Sell |
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|
2019
Q2 | $236K | Buy |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $207K | Sell |
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|
2017
Q3 | $237K | Hold |
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|
2017
Q2 | $226K | Buy |
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