Whittier Trust’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 | $1.48M | Hold |
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|
2025
Q2 | $1.43M | Hold |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.21M | Hold |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $968K | Hold |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $951K | Hold |
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|
2022
Q3 | $892K | Hold |
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|
2022
Q2 | $901K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.46M | Sell |
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|
2021
Q2 | $1.5M | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $992K | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.34M | Hold |
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|
2019
Q3 | $1.24M | Hold |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.6M | Hold |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $972K | Sell |
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|
2017
Q3 | $914K | Sell |
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|
2017
Q2 | $874K | Hold |
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|
2017
Q1 | $839K | Sell |
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|
2016
Q4 | $792K | Hold |
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|
2016
Q3 | $792K | Hold |
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|
2016
Q2 | $761K | Hold |
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|
2016
Q1 | $749K | Hold |
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|
2015
Q4 | $747K | Hold |
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|
2015
Q3 | $720K | Hold |
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|
2015
Q2 | $787K | Hold |
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|
2015
Q1 | $796K | Buy |
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|
2014
Q4 | $227K | Sell |
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|
2014
Q3 | $222K | Hold |
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|
2014
Q2 | $225K | Sell |
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|
2014
Q1 | $257K | Sell |
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|
2013
Q4 | $295K | Hold |
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|
2013
Q3 | $273K | Hold |
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|
2013
Q2 | $251K | Buy |
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