Gryphon Financial 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 | $990K | Sell |
7,141
-1,230
| -15% | -$171K | 0.13% | 104 |
|
|
2025
Q1 | $983K | Buy |
8,371
+1,593
| +24% | +$187K | 0.14% | 97 |
|
|
2024
Q4 | $859K | Buy |
6,778
+193
| +3% | +$24.5K | 0.12% | 99 |
|
|
2024
Q3 | $772K | Sell |
6,585
-1,038
| -14% | -$122K | 0.1% | 119 |
|
|
2024
Q2 | $841K | Buy |
7,623
+5,093
| +201% | +$562K | 0.13% | 101 |
|
|
2024
Q1 | $289K | Sell |
2,530
-172
| -6% | -$19.6K | 0.05% | 212 |
|
|
2023
Q4 | $282K | Buy |
2,702
+172
| +7% | +$18K | 0.05% | 194 |
|
|
2023
Q3 | $231K | Hold |
2,530
| – | – | 0.05% | 165 |
|
|
2023
Q2 | $244K | Sell |
2,530
-881
| -26% | -$85.1K | 0.05% | 168 |
|
|
2023
Q1 | $311K | Buy |
3,411
+881
| +35% | +$80.2K | 0.07% | 146 |
|
|
2022
Q4 | $212K | Buy |
+2,530
| New | +$212K | 0.05% | 186 |
|
|
2022
Q3 | – | Sell |
-3,138
| Closed | -$248K | – | 213 |
|
|
2022
Q2 | $248K | Buy |
3,138
+1
| +0% | +$79 | 0.06% | 159 |
|
|
2022
Q1 | $315K | Buy |
+3,137
| New | +$315K | 0.06% | 150 |
|
|
2018
Q3 | – | Sell |
-836
| Closed | -$53K | – | 510 |
|
|
2018
Q2 | $53K | Buy |
836
+100
| +14% | +$6.34K | 0.02% | 220 |
|
|
2018
Q1 | $45K | Hold |
736
| – | – | 0.02% | 244 |
|
|
2017
Q4 | $44K | Buy |
+736
| New | +$44K | 0.03% | 270 |
|