Holt Capital Partners’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 | $5.94M | Buy |
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|
2025
Q2 | $5.73M | Sell |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $4.96M | Buy |
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|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $4.68M | Buy |
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|
2023
Q4 | $4.27M | Buy |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.87M | Buy |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.1M | Buy |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.67M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $652K | Buy |
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