TCPG
Trivant Custom Portfolio Group’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 | $230K | Hold |
1,660
| – | – | 0.13% | 80 |
|
|
2025
Q1 | $195K | Sell |
1,660
-1
| -0.1% | -$117 | 0.11% | 79 |
|
|
2024
Q4 | $210K | Hold |
1,661
| – | – | 0.12% | 67 |
|
|
2024
Q3 | $195K | Hold |
1,661
| – | – | 0.11% | 69 |
|
|
2024
Q2 | $183K | Buy |
1,661
+1
| +0.1% | +$110 | 0.11% | 68 |
|
|
2024
Q1 | $189K | Sell |
1,660
-1
| -0.1% | -$114 | 0.12% | 61 |
|
|
2023
Q4 | $173K | Buy |
1,661
+1
| +0.1% | +$104 | 0.12% | 61 |
|
|
2023
Q3 | $152K | Hold |
1,660
| – | – | 0.11% | 55 |
|
|
2023
Q2 | $160K | Hold |
1,660
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $151K | Buy |
+1,660
| New | +$151K | 0.11% | 60 |
|