Curi Wealth Management’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
2022 Q3	–	Sell	-1,915	Closed	-$152K	–	446
2022 Q2	$152K	Buy	1,915 +1,315	+219%	+$104K	0.03%	143
2022 Q1	$60K	Buy	+600	New	+$60K	0.01%	201