Trust Company of Vermont’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Hold |
4,873
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $573K | Hold |
4,873
| – | – | 0.03% | 224 |
|
|
2024
Q4 | $618K | Buy |
4,873
+229
| +5% | +$29K | 0.03% | 226 |
|
|
2024
Q3 | $545K | Buy |
4,644
+255
| +6% | +$29.9K | 0.03% | 226 |
|
|
2024
Q2 | $484K | Hold |
4,389
| – | – | 0.03% | 227 |
|
|
2024
Q1 | $501K | Hold |
4,389
| – | – | 0.03% | 225 |
|
|
2023
Q4 | $458K | Buy |
4,389
+595
| +16% | +$62.2K | 0.03% | 215 |
|
|
2023
Q3 | $347K | Hold |
3,794
| – | – | 0.02% | 243 |
|
|
2023
Q2 | $367K | Sell |
3,794
-152
| -4% | -$14.7K | 0.02% | 249 |
|
|
2023
Q1 | $359K | Hold |
3,946
| – | – | 0.03% | 255 |
|
|
2022
Q4 | $330K | Buy |
3,946
+2,700
| +217% | +$226K | 0.02% | 250 |
|
|
2022
Q3 | $98K | Sell |
1,246
-60
| -5% | -$4.72K | 0.01% | 390 |
|
|
2022
Q2 | $103K | Buy |
+1,306
| New | +$103K | 0.01% | 387 |
|
|
2022
Q1 | – | Sell |
-1,952
| Closed | -$225K | – | 546 |
|
|
2021
Q4 | $225K | Sell |
1,952
-182
| -9% | -$21K | 0.01% | 306 |
|
|
2021
Q3 | $239K | Sell |
2,134
-56
| -3% | -$6.27K | 0.02% | 288 |
|
|
2021
Q2 | $248K | Buy |
2,190
+300
| +16% | +$34K | 0.02% | 290 |
|
|
2021
Q1 | $193K | Sell |
1,890
-4
| -0.2% | -$408 | 0.01% | 300 |
|
|
2020
Q4 | $195K | Buy |
1,894
+680
| +56% | +$70K | 0.02% | 297 |
|
|
2020
Q3 | $104K | Hold |
1,214
| – | – | 0.01% | 346 |
|
|
2020
Q2 | $96K | Hold |
1,214
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $74K | Buy |
1,214
+850
| +234% | +$51.8K | 0.01% | 388 |
|
|
2019
Q4 | $28K | Hold |
364
| – | – | ﹤0.01% | 557 |
|
|
2019
Q3 | $26K | Hold |
364
| – | – | ﹤0.01% | 580 |
|
|
2019
Q2 | $26K | Hold |
364
| – | – | ﹤0.01% | 585 |
|
|
2019
Q1 | $25K | Hold |
364
| – | – | ﹤0.01% | 576 |
|
|
2018
Q4 | $21K | Hold |
364
| – | – | ﹤0.01% | 610 |
|
|
2018
Q3 | $25K | Sell |
364
-76
| -17% | -$5.22K | ﹤0.01% | 633 |
|
|
2018
Q2 | $28K | Hold |
440
| – | – | ﹤0.01% | 630 |
|
|
2018
Q1 | $27K | Hold |
440
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $27K | Hold |
440
| – | – | ﹤0.01% | 611 |
|
|
2017
Q3 | $25K | Hold |
440
| – | – | ﹤0.01% | 604 |
|
|
2017
Q2 | $24K | Sell |
440
-442
| -50% | -$24.1K | ﹤0.01% | 623 |
|
|
2017
Q1 | $46K | Hold |
882
| – | – | 0.01% | 488 |
|
|
2016
Q4 | $43K | Buy |
882
+252
| +40% | +$12.3K | 0.01% | 494 |
|
|
2016
Q3 | $30K | Buy |
630
+70
| +13% | +$3.33K | ﹤0.01% | 503 |
|
|
2016
Q2 | $27K | Sell |
560
-118
| -17% | -$5.69K | ﹤0.01% | 468 |
|
|
2016
Q1 | $31K | Hold |
678
| – | – | ﹤0.01% | 455 |
|
|
2015
Q4 | $31K | Hold |
678
| – | – | ﹤0.01% | 459 |
|
|
2015
Q3 | $30K | Hold |
678
| – | – | ﹤0.01% | 464 |
|
|
2015
Q2 | $33K | Buy |
678
+578
| +578% | +$28.1K | ﹤0.01% | 463 |
|
|
2015
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 707 |
|
|
2014
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
|
2014
Q3 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 747 |
|
|
2014
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 645 |
|
|
2014
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 627 |
|