Idaho Trust Bank’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
Sell
-4,164
Closed -$475K 103
2024
Q1
$475K Buy
+4,164
New +$450K 0.46% 57

Other funds holding IWP

Idaho Trust Bank's IWP Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 4,164 shares — an estimated $475K sold.

Idaho Trust Bank first reported a position in IWP in Q1 2024 and held it in 1 quarter. The position peaked at $475K in Q1 2024. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 4,164 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $475K.
  • Idaho Trust Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares Russell Mid-Cap Growth ETF position peaked at $475K in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.