Ellevest Inc’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
2024 Q4	–	Sell	-2,532	Closed	-$297K	–	437
2024 Q3	$297K	Buy	+2,532	New	+$283K	0.02%	326
2023 Q2	–	Sell	-420	Closed	-$38.2K	–	993
2023 Q1	$38.2K	Hold	420	–	–	﹤0.01%	672
2022 Q4	$35.1K	Buy	420 +1	+0.2%	+$84	﹤0.01%	707
2022 Q3	$33K	Hold	419	–	–	﹤0.01%	691
2022 Q2	$33K	Buy	419 +145	+53%	+$12.6K	﹤0.01%	655
2022 Q1	$28K	Hold	274	–	–	﹤0.01%	658
2021 Q4	$32K	Buy	274 +1	+0.4%	+$117	﹤0.01%	616
2021 Q3	$31K	Hold	273	–	–	﹤0.01%	578
2021 Q2	$31K	Hold	273	–	–	﹤0.01%	562
2021 Q1	$28K	Hold	273	–	–	﹤0.01%	592
2020 Q4	$28K	Sell	273 -1	-0.4%	-$95	﹤0.01%	563
2020 Q3	$24K	Sell	274 -240	-47%	-$20.3K	﹤0.01%	493
2020 Q2	$41K	Hold	514	–	–	0.01%	386
2020 Q1	$31K	Buy	514 +242	+89%	+$17.6K	0.01%	337
2019 Q4	$21K	Hold	272	–	–	0.01%	407
2019 Q3	$19K	Hold	272	–	–	0.01%	182
2019 Q2	$19K	Hold	272	–	–	0.01%	203
2019 Q1	$18K	Hold	272	–	–	0.01%	150
2018 Q4	$15K	Buy	+272	New	+$16.5K	0.01%	350