Sequent Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sequent Asset Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.57M	Hold
2025 Q2	$9.32M	Sell
2025 Q1	$7.91M	Hold
2024 Q4	$8.53M	Sell
2024 Q3	$9.95M	Buy
2024 Q2	$7.43M	Hold
2024 Q1	$7.68M	Hold
2023 Q4	$7.03M	Hold
2023 Q3	$6.15M	Hold
2023 Q2	$6.51M	Hold
2023 Q1	$6.13M	Hold
2022 Q4	$5.63M	Hold
2022 Q3	$5.28M	Hold
2022 Q2	$5.33M	Hold
2022 Q1	$6.77M	Hold
2021 Q4	$7.76M	Hold
2021 Q3	$7.54M	Hold
2021 Q2	$7.62M	Hold
2021 Q1	$6.87M	Hold
2020 Q4	$6.91M	Hold
2020 Q3	$5.82M	Hold
2020 Q2	$5.32M	Sell
2020 Q1	$4.7M	Hold
2019 Q4	$5.9M	Hold
2019 Q3	$5.46M	Hold
2019 Q2	$5.51M	Sell
2019 Q1	$5.29M	Hold
2018 Q4	$4.43M	Hold
2018 Q3	$5.28M	Hold
2018 Q2	$4.94M	Hold
2018 Q1	$4.04M	Hold
2017 Q4	$4.7M	Hold
2017 Q3	$4.41M	Hold
2017 Q2	$4.21M	Hold
2017 Q1	$4.04M	Hold
2016 Q4	$3.79M	Hold
2016 Q3	$3.79M	Hold
2016 Q2	$3.65M	Hold
2016 Q1	$3.59M	Hold
2015 Q4	$3.58M	Hold
2015 Q3	$3.45M	Hold
2015 Q2	$3.77M	Hold
2015 Q1	$3.81M	Hold
2014 Q4	$3.63M	Hold
2014 Q3	$3.44M	Hold
2014 Q2	$3.49M	Hold
2014 Q1	$3.34M	Hold
2013 Q4	$3.29M	Hold
2013 Q3	$3.05M	Buy
2013 Q2	$69K	Buy