Oakworth Capital’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
Q2 | $228K | Sell |
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|
2025
Q1 | $199K | Buy |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $174K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $217K | Hold |
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|
2020
Q4 | $218K | Hold |
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|
2020
Q3 | $184K | Buy |
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|
2020
Q2 | $93K | Sell |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $280K | Hold |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $269K | Hold |
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|
2018
Q4 | $226K | Sell |
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|
2018
Q3 | $390K | Hold |
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|
2018
Q2 | $365K | Hold |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $346K | Hold |
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|
2017
Q3 | $318K | Hold |
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|
2017
Q2 | $311K | Hold |
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|
2017
Q1 | $298K | Hold |
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|
2016
Q4 | $280K | Buy |
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|
2016
Q3 | $200K | Hold |
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|
2016
Q2 | $192K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $1.69M | Buy |
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|
2014
Q1 | $1.42M | Sell |
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|
2013
Q4 | $2.66M | Buy |
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