Washington Trust Advisors’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 | $258K | Buy |
1,861
+101
| +6% | +$14K | 0.02% | 176 |
|
2025
Q1 | $207K | Buy |
1,760
+36
| +2% | +$4.23K | 0.02% | 196 |
|
2024
Q4 | $219K | Buy |
1,724
+860
| +100% | +$109K | 0.02% | 189 |
|
2024
Q3 | $101K | Sell |
864
-144
| -14% | -$16.9K | 0.01% | 259 |
|
2024
Q2 | $111K | Buy |
1,008
+307
| +44% | +$33.9K | 0.01% | 241 |
|
2024
Q1 | $80K | Hold |
701
| – | – | 0.01% | 266 |
|
2023
Q4 | $73.2K | Sell |
701
-6
| -0.8% | -$626 | 0.01% | 271 |
|
2023
Q3 | $64.6K | Hold |
707
| – | – | 0.01% | 276 |
|
2023
Q2 | $68.3K | Sell |
707
-874
| -55% | -$84.5K | 0.01% | 266 |
|
2023
Q1 | $144K | Sell |
1,581
-1,041
| -40% | -$94.8K | 0.01% | 207 |
|
2022
Q4 | $219K | Sell |
2,622
-5,472
| -68% | -$457K | 0.02% | 176 |
|
2022
Q3 | $634K | Sell |
8,094
-363
| -4% | -$28.4K | 0.06% | 124 |
|
2022
Q2 | $670K | Buy |
8,457
+174
| +2% | +$13.8K | 0.06% | 119 |
|
2022
Q1 | $833K | Sell |
8,283
-88
| -1% | -$8.85K | 0.06% | 118 |
|
2021
Q4 | $965K | Buy |
+8,371
| New | +$965K | 0.07% | 118 |
|