Congress 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
2025 Q2	$13.9M	Buy	100,550 +44,773	+80%	+$5.66M	0.14%	179
2025 Q1	$6.58M	Sell	55,777 -77,937	-58%	-$10M	0.08%	279
2024 Q4	$16.9M	Buy	133,714 +119,981	+874%	+$15.3M	0.23%	128
2024 Q3	$1.61M	Buy	13,733 +8,138	+145%	+$910K	0.02%	453
2024 Q2	$617K	Buy	5,595 +1,970	+54%	+$216K	0.01%	503
2024 Q1	$414K	Sell	3,625 -155,901	-98%	-$16.9M	0.01%	468
2023 Q4	$16.7M	Buy	159,526 +133,419	+511%	+$12.6M	0.31%	82
2023 Q3	$2.38M	Buy	26,107 +22,030	+540%	+$2.11M	0.05%	282
2023 Q2	$394K	Sell	4,077 -2,072	-34%	-$189K	0.01%	448
2023 Q1	$560K	Sell	6,149 -135,618	-96%	-$12.1M	0.01%	405
2022 Q4	$11.9M	Buy	141,767 +121,232	+590%	+$10.2M	0.3%	89
2022 Q3	$1.61M	Buy	20,535 +14,526	+242%	+$1.25M	0.04%	292
2022 Q2	$476K	Buy	6,009 +1,535	+34%	+$134K	0.01%	416
2022 Q1	$450K	Sell	4,474 -40,286	-90%	-$4.01M	0.01%	452
2021 Q4	$5.16M	Buy	+44,760	New	+$5.22M	0.1%	217