AMJ Financial Wealth 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
2026 Q1	–	Sell	-8,071	Closed	-$1.11M	–	93
2025 Q4	$1.11M	Buy	8,071 +245	+3%	+$34.2K	0.27%	59
2025 Q3	$1.11M	Sell	7,826 -38	-0.5%	-$5.37K	0.27%	52
2025 Q2	$1.09M	Sell	7,864 -544	-6%	-$68.8K	0.28%	50
2025 Q1	$988K	Buy	8,408 +2,047	+32%	+$263K	0.3%	47
2024 Q4	$806K	Buy	6,361 +2,918	+85%	+$371K	0.22%	57
2024 Q3	$404K	Sell	3,443 -62	-2%	-$6.93K	0.12%	71
2024 Q2	$387K	Sell	3,505 -3,299	-48%	-$362K	0.12%	65
2024 Q1	$777K	Buy	6,804 +4,856	+249%	+$525K	0.26%	53
2023 Q4	$203K	Sell	1,948 -5,490	-74%	-$520K	0.09%	66
2023 Q3	$679K	Buy	7,438 +2,170	+41%	+$207K	0.31%	46
2023 Q2	$509K	Buy	+5,268	New	+$480K	0.22%	54
2022 Q2	–	Sell	-2,059	Closed	-$207K	–	70
2022 Q1	$207K	Sell	2,059 -239	-10%	-$23.8K	0.08%	82
2021 Q4	$265K	Sell	2,298 -1,075	-32%	-$125K	0.1%	84
2021 Q3	$378K	Buy	+3,373	New	+$388K	0.16%	73
2021 Q2	–	Sell	-8,353	Closed	-$853K	–	99
2021 Q1	$853K	Buy	8,353 +1,843	+28%	+$193K	0.41%	46
2020 Q4	$668K	Buy	+6,510	New	+$619K	0.34%	51