True North Advisors’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
Q3 | $453K | Hold |
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|
2025
Q2 | $441K | Hold |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $260K | Buy |
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