Compass Planning Associates’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 Q2	–	Sell	-498	Closed	-$58.5K	–	126
2025 Q1	$58.5K	Hold	498	–	–	0.06%	52
2024 Q4	$63.1K	Buy	+498	New	+$63.1K	0.06%	53