Tolleson Wealth Management’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
Q2 | $3.63M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $3.85M | Sell |
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|
2024
Q1 | $4.14M | Sell |
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|
2023
Q4 | $4.58M | Sell |
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|
2023
Q3 | $5.38M | Sell |
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|
2023
Q2 | $5.95M | Sell |
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|
2023
Q1 | $13.6M | Sell |
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|
2022
Q4 | $17M | Sell |
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|
2022
Q3 | $21.5M | Buy |
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|
2022
Q2 | $21.1M | Buy |
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|
2022
Q1 | $14.2M | Sell |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $16.3M | Sell |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $15.1M | Sell |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $10.9M | Buy |
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|
2020
Q2 | $9.88M | Sell |
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|
2020
Q1 | $11.3M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.81M | Buy |
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