NBT Bank’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 | $750K | Sell |
5,409
-738
| -12% | -$102K | 0.05% | 231 |
|
2025
Q1 | $722K | Hold |
6,147
| – | – | 0.05% | 234 |
|
2024
Q4 | $779K | Hold |
6,147
| – | – | 0.05% | 233 |
|
2024
Q3 | $721K | Hold |
6,147
| – | – | 0.05% | 243 |
|
2024
Q2 | $678K | Hold |
6,147
| – | – | 0.05% | 247 |
|
2024
Q1 | $702K | Hold |
6,147
| – | – | 0.05% | 236 |
|
2023
Q4 | $642K | Buy |
6,147
+520
| +9% | +$54.3K | 0.05% | 240 |
|
2023
Q3 | $514K | Buy |
+5,627
| New | +$514K | 0.05% | 216 |
|