Edge Financial Advisors’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	$262K	Buy	1,891 +2	+0.1%	+$277	0.14%	109
2025 Q1	$222K	Sell	1,889 -67	-3%	-$7.87K	0.14%	94
2024 Q4	$248K	Sell	1,956 -25	-1%	-$3.17K	0.22%	86
2024 Q3	$232K	Buy	+1,981	New	+$232K	0.21%	87
2024 Q1	$271K	Buy	+2,371	New	+$271K	0.24%	106