Sanibel Captiva Trust Company’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 | $430K | Sell |
3,100
-70
| -2% | -$9.71K | 0.01% | 301 |
|
|
2025
Q1 | $372K | Hold |
3,170
| – | – | 0.01% | 305 |
|
|
2024
Q4 | $402K | Sell |
3,170
-390
| -11% | -$49.4K | 0.01% | 302 |
|
|
2024
Q3 | $418K | Hold |
3,560
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $393K | Hold |
3,560
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $406K | Hold |
3,560
| – | – | 0.01% | 283 |
|
|
2023
Q4 | $372K | Buy |
+3,560
| New | +$372K | 0.01% | 276 |
|