TRIA
Trail Ridge Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Hold |
4,293
| – | – | 0.29% | 64 |
|
|
2025
Q1 | $504K | Hold |
4,293
| – | – | 0.26% | 66 |
|
|
2024
Q4 | $544K | Hold |
4,293
| – | – | 0.26% | 69 |
|
|
2024
Q3 | $514K | Hold |
4,293
| – | – | 0.25% | 72 |
|
|
2024
Q2 | $474K | Buy |
4,293
+29
| +0.7% | +$3.2K | 0.24% | 69 |
|
|
2024
Q1 | $487K | Hold |
4,264
| – | – | 0.28% | 67 |
|
|
2023
Q4 | $445K | Hold |
4,264
| – | – | 0.27% | 76 |
|
|
2023
Q3 | $390K | Hold |
4,264
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $412K | Hold |
4,264
| – | – | 0.25% | 80 |
|
|
2023
Q1 | $388K | Hold |
4,264
| – | – | 0.25% | 86 |
|
|
2022
Q4 | $356K | Hold |
4,264
| – | – | 0.25% | 91 |
|
|
2022
Q3 | $376K | Hold |
4,264
| – | – | 0.25% | 95 |
|
|
2022
Q2 | $338K | Buy |
+4,264
| New | +$338K | 0.23% | 107 |
|