WhitTier Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WhitTier Trust Company’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.38M	Buy	9,936 +1,944	+24%	+$270K	0.03%	277
2025 Q1	$939K	Buy	7,992 +2,916	+57%	+$343K	0.02%	313
2024 Q4	$643K	Hold	5,076	–	–	0.02%	333
2024 Q3	$595K	Hold	5,076	–	–	0.02%	335
2024 Q2	$560K	Hold	5,076	–	–	0.02%	333
2024 Q1	$579K	Hold	5,076	–	–	0.02%	328
2023 Q4	$530K	Hold	5,076	–	–	0.02%	335
2023 Q3	$464K	Hold	5,076	–	–	0.02%	340
2023 Q2	$490K	Hold	5,076	–	–	0.02%	343
2023 Q1	$462K	Buy	5,076 +220	+5%	+$20K	0.02%	346
2022 Q4	$406K	Hold	4,856	–	–	0.02%	364
2022 Q3	$381K	Hold	4,856	–	–	0.02%	367
2022 Q2	$384K	Hold	4,856	–	–	0.02%	369
2022 Q1	$488K	Hold	4,856	–	–	0.02%	349
2021 Q4	$559K	Hold	4,856	–	–	0.02%	330
2021 Q3	$544K	Hold	4,856	–	–	0.02%	333
2021 Q2	$550K	Hold	4,856	–	–	0.02%	329
2021 Q1	$496K	Hold	4,856	–	–	0.02%	328
2020 Q4	$498K	Hold	4,856	–	–	0.02%	314
2020 Q3	$420K	Hold	4,856	–	–	0.02%	318
2020 Q2	$384K	Hold	4,856	–	–	0.02%	321
2020 Q1	$296K	Hold	4,856	–	–	0.02%	331
2019 Q4	$370K	Hold	4,856	–	–	0.02%	334
2019 Q3	$343K	Hold	4,856	–	–	0.02%	341
2019 Q2	$346K	Hold	4,856	–	–	0.02%	333
2019 Q1	$330K	Sell	4,856 -3,024	-38%	-$206K	0.02%	337
2018 Q4	$448K	Buy	7,880 +3,024	+62%	+$172K	0.04%	275
2018 Q3	$329K	Hold	4,856	–	–	0.02%	318
2018 Q2	$308K	Hold	4,856	–	–	0.02%	331
2018 Q1	$298K	Hold	4,856	–	–	0.02%	333
2017 Q4	$293K	Hold	4,856	–	–	0.03%	313
2017 Q3	$274K	Hold	4,856	–	–	0.03%	316
2017 Q2	$263K	Hold	4,856	–	–	0.03%	317
2017 Q1	$252K	Hold	4,856	–	–	0.03%	319
2016 Q4	$237K	Buy	4,856 +206	+4%	+$10.1K	0.03%	317
2016 Q3	$227K	Hold	4,650	–	–	0.03%	323
2016 Q2	$217K	Hold	4,650	–	–	0.02%	327
2016 Q1	$215K	Hold	4,650	–	–	0.03%	329
2015 Q4	$213K	Hold	4,650	–	–	0.03%	329
2015 Q3	$206K	Hold	4,650	–	–	0.03%	335
2015 Q2	$225K	Hold	4,650	–	–	0.03%	342
2015 Q1	$228K	Hold	4,650	–	–	0.03%	342
2014 Q4	$217K	Hold	4,650	–	–	0.02%	348
2014 Q3	$205K	Sell	4,650 -300	-6%	-$13.2K	0.02%	342
2014 Q2	$222K	Hold	4,950	–	–	0.02%	333
2014 Q1	$212K	Hold	4,950	–	–	0.02%	334
2013 Q4	$209K	Hold	4,950	–	–	0.03%	333
2013 Q3	$193K	Hold	4,950	–	–	0.03%	327
2013 Q2	$178K	Buy	+4,950	New	+$178K	0.03%	330