Old North State Trust’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 | $455K | Hold |
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|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $405K | Hold |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $295 | Buy |
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|
2022
Q1 | $211 | Sell |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $235K | Buy |
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|
2021
Q2 | $69K | Hold |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $42K | Buy |
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