Adero Partners’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 Q1	$470K	Hold	4,000	–	–	0.03%	128
2024 Q4	$507K	Hold	4,000	–	–	0.03%	118
2024 Q3	$469K	Hold	4,000	–	–	0.03%	126
2024 Q2	$441K	Hold	4,000	–	–	0.03%	125
2024 Q1	$457K	Hold	4,000	–	–	0.03%	124
2023 Q4	$418K	Hold	4,000	–	–	0.04%	124
2023 Q3	$365K	Hold	4,000	–	–	0.04%	128
2023 Q2	$387K	Hold	4,000	–	–	0.04%	116
2023 Q1	$364K	Hold	4,000	–	–	0.04%	120
2022 Q4	$334K	Hold	4,000	–	–	0.04%	122
2022 Q3	$325K	Hold	4,000	–	–	0.04%	114
2022 Q2	$321K	Hold	4,000	–	–	0.05%	113
2022 Q1	$402K	Hold	4,000	–	–	0.06%	104
2021 Q4	$461K	Hold	4,000	–	–	0.08%	102
2021 Q3	$448K	Hold	4,000	–	–	0.08%	94
2021 Q2	$453K	Hold	4,000	–	–	0.1%	87
2021 Q1	$408K	Hold	4,000	–	–	0.18%	79
2020 Q4	$411K	Hold	4,000	–	–	0.35%	48
2020 Q3	$346K	Hold	4,000	–	–	0.28%	60
2020 Q2	$316K	Hold	4,000	–	–	0.33%	54
2020 Q1	$243K	Sell	4,000 -264	-6%	-$16K	0.4%	58
2019 Q4	$325K	Buy	+4,264	New	+$325K	0.36%	57