Legacy Trust’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
2023
Q4
Sell
-3,770
Closed -$344K 158
2023
Q3
$344K Hold
3,770
0.1% 119
2023
Q2
$364K Hold
3,770
0.1% 116
2023
Q1
$343K Hold
3,770
0.1% 120
2022
Q4
$315K Buy
+3,770
New +$315K 0.1% 118