Cornerstone 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
2026 Q1	$723K	Sell	5,641 -7	-0.1%	-$947	0.04%	369
2025 Q4	$773K	Sell	5,648 -265	-4%	-$37K	0.04%	332
2025 Q3	$842K	Sell	5,913 -18	-0.3%	-$2.54K	0.05%	309
2025 Q2	$822K	Buy	5,931 +497	+9%	+$62.9K	0.05%	305
2025 Q1	$638K	Buy	5,434 +12	+0.2%	+$1.54K	0.04%	323
2024 Q4	$687K	Buy	5,422 +125	+2%	+$15.9K	0.05%	302
2024 Q3	$621K	Sell	5,297 -90	-2%	-$10.1K	0.04%	307
2024 Q2	$595K	Sell	5,387 -39	-0.7%	-$4.29K	0.05%	299
2024 Q1	$619K	Buy	5,426 +106	+2%	+$11.5K	0.05%	292
2023 Q4	$556K	Buy	5,320 +140	+3%	+$13.3K	0.05%	299
2023 Q3	$473K	Buy	5,180 +138	+3%	+$13.2K	0.04%	317
2023 Q2	$487K	Buy	5,042 +127	+3%	+$11.6K	0.04%	309
2023 Q1	$447K	Buy	+4,915	New	+$439K	0.04%	297
2022 Q3	$395K	Buy	5,031 +242	+5%	+$20.8K	0.04%	302
2022 Q2	$379K	Buy	4,789 +14	+0.3%	+$1.22K	0.04%	310
2022 Q1	$480K	Hold	4,775	–	–	0.05%	280
2021 Q4	$550K	Hold	4,775	–	–	0.05%	270
2021 Q3	$535K	Hold	4,775	–	–	0.06%	263
2021 Q2	$540K	Buy	4,775 +2	+0%	+$214	0.06%	270
2021 Q1	$487K	Hold	4,773	–	–	0.06%	276
2020 Q4	$490K	Buy	+4,773	New	+$454K	0.06%	253
2018 Q4	–	Sell	-153,886	Closed	-$671K	–	751
2018 Q3	$671K	Sell	153,886 -40,042	-21%	-$2.66M	0.01%	818
2018 Q2	$762K	Buy	+193,928	New	+$12.2M	0.01%	863
2016 Q1	$348K	Buy	+5,216	New	+$225K	0.27%	63