Summit Trail Advisors’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 | $441K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $258K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $338K | Buy |
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|
2021
Q3 | $280K | Buy |
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