SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Sell |
177,337
-8,631
| -5% | -$1.17M | 1.5% | 16 |
|
|
2025
Q4 | $25.5M | Sell |
185,968
-4,462
| -2% | -$624K | 1.5% | 14 |
|
|
2025
Q3 | $27.1M | Buy |
190,430
+11,033
| +6% | +$1.56M | 1.46% | 15 |
|
|
2025
Q2 | $24.9M | Buy |
+179,397
| New | +$22.7M | 1.33% | 15 |
|
|
2025
Q1 | – | Sell |
-197,924
| Closed | -$25.1M | – | 1643 |
|
|
2024
Q4 | $25.1M | Buy |
197,924
+165,730
| +515% | +$21.1M | 0.47% | 27 |
|
|
2024
Q3 | $3.78M | Sell |
32,194
-102,826
| -76% | -$11.5M | 3.21% | 8 |
|
|
2024
Q2 | $14.9M | Buy |
135,020
+16,776
| +14% | +$1.84M | 0.37% | 62 |
|
|
2024
Q1 | $13.5M | Buy |
118,244
+47,879
| +68% | +$5.18M | 0.3% | 83 |
|
|
2023
Q4 | $7.35M | Buy |
70,365
+57,939
| +466% | +$5.49M | 0.18% | 131 |
|
|
2023
Q3 | $1.14M | Buy |
12,426
+9,447
| +317% | +$903K | 0.02% | 299 |
|
|
2023
Q2 | $288K | Sell |
2,979
-5,510
| -65% | -$502K | 0.01% | 693 |
|
|
2023
Q1 | $773K | Sell |
8,489
-880
| -9% | -$78.5K | 0.01% | 433 |
|
|
2022
Q4 | $783K | Sell |
9,369
-116
| -1% | -$9.76K | 0.01% | 452 |
|
|
2022
Q3 | $744K | Buy |
9,485
+43
| +0.5% | +$3.7K | 0.01% | 430 |
|
|
2022
Q2 | $748K | Sell |
9,442
-540
| -5% | -$47K | 0.01% | 372 |
|
|
2022
Q1 | $1M | Buy |
9,982
+33
| +0.3% | +$3.29K | 0.01% | 325 |
|
|
2021
Q4 | $1.15M | Buy |
9,949
+275
| +3% | +$32.1K | 0.02% | 290 |
|
|
2021
Q3 | $1.08M | Sell |
9,674
-60
| -0.6% | -$6.9K | 0.01% | 376 |
|
|
2021
Q2 | $1.1M | Sell |
9,734
-1,087
| -10% | -$116K | 0.01% | 368 |
|
|
2021
Q1 | $1.1M | Buy |
10,821
+1,133
| +12% | +$118K | 0.02% | 331 |
|
|
2020
Q4 | $994K | Sell |
9,688
-330
| -3% | -$31.4K | 0.01% | 333 |
|
|
2020
Q3 | $866K | Sell |
10,018
-1,128
| -10% | -$95.2K | 0.01% | 314 |
|
|
2020
Q2 | $881K | Buy |
11,146
+10,748
| +2,701% | +$780K | 0.02% | 284 |
|
|
2020
Q1 | $24K | Sell |
398
-10,690
| -96% | -$779K | ﹤0.01% | 531 |
|
|
2019
Q4 | $846K | Buy |
11,088
+636
| +6% | +$46.6K | 0.02% | 334 |
|
|
2019
Q3 | $739K | Buy |
10,452
+1,102
| +12% | +$79.2K | 0.01% | 314 |
|
|
2019
Q2 | $667K | Buy |
+9,350
| New | +$650K | 0.02% | 345 |
|
Other funds holding IWP
FCAS
