Trivant Custom Portfolio Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Trivant Custom Portfolio Group’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Hold
2025 Q1	$195K	Sell
2024 Q4	$210K	Hold
2024 Q3	$195K	Hold
2024 Q2	$183K	Buy
2024 Q1	$189K	Sell
2023 Q4	$173K	Buy
2023 Q3	$152K	Hold
2023 Q2	$160K	Hold
2023 Q1	$151K	Buy