Amplius Wealth Advisors’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	$322K	Buy	2,516 +278	+12%	+$37.6K	0.03%	141
2025 Q4	$306K	Buy	2,238 +2	+0.1%	+$280	0.03%	140
2025 Q3	$318K	Sell	2,236 -474	-17%	-$67K	0.03%	136
2025 Q2	$376K	Hold	2,710	–	–	0.04%	138
2025 Q1	$318K	Sell	2,710 -3	-0.1%	-$386	0.03%	134
2024 Q4	$344K	Sell	2,713 -22	-0.8%	-$2.8K	0.04%	126
2024 Q3	$321K	Buy	2,735 +212	+8%	+$23.7K	0.04%	122
2024 Q2	$278K	Sell	2,523 -90	-3%	-$9.89K	0.03%	137
2024 Q1	$298K	Sell	2,613 -14	-0.5%	-$1.51K	0.03%	128
2023 Q4	$274K	Sell	2,627 -63	-2%	-$5.97K	0.03%	133
2023 Q3	$246K	Sell	2,690 -20	-0.7%	-$1.91K	0.03%	134
2023 Q2	$262K	Sell	2,710 -2,664	-50%	-$243K	0.04%	131
2023 Q1	$489K	Sell	5,374 -150	-3%	-$13.4K	0.07%	96
2022 Q4	$462K	Buy	+5,524	New	+$465K	0.07%	96
2022 Q1	–	Sell	-330	Closed	-$38K	–	539
2021 Q4	$38K	Buy	+330	New	+$38.5K	0.01%	373