Cypress Wealth Services’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 Q2	$310K	Buy	2,119 +3	+0.1%	+$414	0.04%	332
2026 Q1	$271K	Hold	2,116	–	–	0.04%	325
2025 Q4	$290K	Hold	2,116	–	–	0.04%	310
2025 Q3	$301K	Buy	2,116 +558	+36%	+$78.9K	0.05%	255
2025 Q2	$216K	Buy	+1,558	New	+$197K	0.04%	290
2022 Q2	–	Sell	-2,170	Closed	-$218K	–	244
2022 Q1	$218K	Hold	2,170	–	–	0.06%	219
2021 Q4	$250K	Hold	2,170	–	–	0.07%	196
2021 Q3	$243K	Hold	2,170	–	–	0.07%	192
2021 Q2	$246K	Sell	2,170 -4,194	-66%	-$448K	0.07%	226
2021 Q1	$650K	Hold	6,364	–	–	0.14%	124
2020 Q4	$653K	Buy	+6,364	New	+$606K	0.15%	110
2020 Q3	–	Sell	-4,908	Closed	-$414K	–	393
2020 Q2	$388K	Hold	4,908	–	–	0.09%	171
2020 Q1	$298K	Hold	4,908	–	–	0.09%	183
2019 Q4	$374K	Hold	4,908	–	–	0.09%	164
2019 Q3	$347K	Buy	4,908 +326	+7%	+$23.4K	0.1%	170
2019 Q2	$327K	Sell	4,582 -204	-4%	-$14.2K	0.09%	177
2019 Q1	$325K	Buy	4,786 +858	+22%	+$55.1K	0.1%	171
2018 Q4	$223K	Sell	3,928 -82	-2%	-$4.99K	0.09%	183
2018 Q3	$272K	Hold	4,010	–	–	0.1%	174
2018 Q2	$254K	Hold	4,010	–	–	0.1%	184
2018 Q1	$247K	Hold	4,010	–	–	0.11%	157
2017 Q4	$242K	Buy	+4,010	New	+$236K	0.1%	171