Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.09M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $27.6M | Buy |
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|
2021
Q3 | $26.3M | Buy |
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|
2021
Q2 | $26.3M | Buy |
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|
2021
Q1 | $23.5M | Sell |
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|
2020
Q4 | $23.8M | Buy |
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|
2020
Q3 | $19.9M | Buy |
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|
2020
Q2 | $13.3M | Sell |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $11.7M | Buy |
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|
2019
Q3 | $9.49M | Buy |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $201K | Sell |
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|
2018
Q4 | $208K | Hold |
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|
2018
Q3 | $248K | Hold |
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|
2018
Q2 | $232K | Hold |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $216K | Buy |
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