Elm3 Financial Group’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	$643K	Sell	4,640 -379	-8%	-$52.6K	0.54%	40
2025 Q1	$590K	Buy	5,019 +2,440	+95%	+$287K	0.52%	44
2024 Q4	$327K	Buy	+2,579	New	+$327K	0.28%	66