Beam 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	$3.44M	Buy	26,842 +4,817	+22%	+$652K	0.86%	28
2025 Q4	$3.02M	Sell	22,025 -680	-3%	-$95K	0.83%	34
2025 Q3	$3.23M	Sell	22,705 -137	-0.6%	-$19.4K	0.88%	31
2025 Q2	$3.17M	Buy	22,842 +903	+4%	+$114K	0.94%	25
2025 Q1	$2.58M	Sell	21,939 -776	-3%	-$99.8K	0.87%	31
2024 Q4	$2.88M	Sell	22,715 -515	-2%	-$65.5K	0.91%	31
2024 Q3	$2.72M	Buy	23,230 +1,054	+5%	+$118K	0.83%	29
2024 Q2	$2.45M	Sell	22,176 -558	-2%	-$61.3K	0.81%	30
2024 Q1	$2.59M	Sell	22,734 -32	-0.1%	-$3.46K	1.56%	19
2023 Q4	$2.38M	Buy	22,766 +2,295	+11%	+$218K	1.51%	19
2023 Q3	$1.87M	Buy	20,471 +2,864	+16%	+$274K	1.33%	20
2023 Q2	$1.7M	Buy	17,607 +14,595	+485%	+$1.33M	1.18%	23
2023 Q1	$274K	Sell	3,012 -129	-4%	-$11.5K	0.28%	78
2022 Q4	$263K	Buy	+3,141	New	+$264K	0.27%	79