BDO Wealth Advisors’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
2023 Q2	$939K	Sell	9,718 -4,706	-33%	-$455K	0.11%	135
2023 Q1	$1.31M	Sell	14,424 -2,315	-14%	-$211K	0.16%	108
2022 Q4	$1.4M	Sell	16,739 -399	-2%	-$33.4K	0.17%	109
2022 Q3	$1.34M	Sell	17,138 -1,169	-6%	-$91.7K	0.18%	109
2022 Q2	$1.45M	Sell	18,307 -15	-0.1%	-$1.19K	0.18%	105
2022 Q1	$1.84M	Sell	18,322 -108	-0.6%	-$10.9K	0.2%	92
2021 Q4	$2.12M	Sell	18,430 -4,167	-18%	-$480K	0.22%	82
2021 Q3	$2.53M	Sell	22,597 -931	-4%	-$104K	0.28%	65
2021 Q2	$2.66M	Buy	23,528 +22	+0.1%	+$2.49K	0.29%	63
2021 Q1	$2.4M	Sell	23,506 -1,844	-7%	-$188K	0.28%	67
2020 Q4	$2.6M	Sell	25,350 -144	-0.6%	-$14.8K	0.37%	49
2020 Q3	$2.2M	Sell	25,494 -516	-2%	-$44.6K	0.36%	55
2020 Q2	$2.06M	Buy	26,010 +4,168	+19%	+$329K	0.36%	54
2020 Q1	$1.33M	Buy	21,842 +1,160	+6%	+$70.5K	0.27%	71
2019 Q4	$1.58M	Buy	20,682 +3,398	+20%	+$259K	0.41%	54
2019 Q3	$1.22M	Buy	17,284 +346	+2%	+$24.5K	0.31%	63
2019 Q2	$1.21M	Buy	16,938 +454	+3%	+$32.4K	0.33%	63
2019 Q1	$1.12M	Sell	16,484 -8,496	-34%	-$576K	0.32%	64
2018 Q4	$1.42M	Buy	24,980 +23,840	+2,091%	+$1.36M	0.49%	46
2018 Q3	$77K	Hold	1,140	–	–	0.02%	242
2018 Q2	$72K	Sell	1,140 -30	-3%	-$1.9K	0.02%	250
2018 Q1	$72K	Buy	1,170 +30	+3%	+$1.85K	0.03%	211
2017 Q4	$69K	Hold	1,140	–	–	0.03%	183
2017 Q3	$65K	Sell	1,140 -30	-3%	-$1.71K	0.03%	172
2017 Q2	$63K	Buy	+1,170	New	+$63K	0.03%	213