Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-816	Closed	-$65K	–	515
2020 Q2	$65K	Sell	816 -30	-4%	-$2.18K	0.02%	381
2020 Q1	$51K	Sell	846 -100	-11%	-$7.29K	0.01%	384
2019 Q4	$72K	Buy	946 +228	+32%	+$16.7K	0.02%	373
2019 Q3	$51K	Buy	718 +18	+3%	+$1.29K	0.01%	435
2019 Q2	$50K	Hold	700	–	–	0.01%	515
2019 Q1	$47K	Sell	700 -100	-13%	-$6.42K	0.01%	627
2018 Q4	$45K	Hold	800	–	–	0.01%	575
2018 Q3	$54K	Hold	800	–	–	0.01%	611
2018 Q2	$51K	Hold	800	–	–	0.01%	564
2018 Q1	$49K	Hold	800	–	–	0.01%	611
2017 Q4	$48K	Sell	800 -78	-9%	-$4.58K	0.01%	702
2017 Q3	$50K	Buy	878 +38	+5%	+$2.08K	0.01%	683
2017 Q2	$45K	Hold	840	–	–	0.01%	706
2017 Q1	$44K	Hold	840	–	–	0.01%	692
2016 Q4	$41K	Hold	840	–	–	0.01%	618
2016 Q3	$41K	Buy	840 +240	+40%	+$11.6K	0.01%	635
2016 Q2	$28K	Hold	600	–	–	0.01%	695
2016 Q1	$28K	Buy	+600	New	+$25.9K	0.01%	515
2015 Q3	–	Sell	-600	Closed	-$29K	–	569
2015 Q2	$29K	Hold	600	–	–	0.01%	545
2015 Q1	$29K	Hold	600	–	–	0.01%	493
2014 Q4	$28K	Hold	600	–	–	0.01%	452
2014 Q3	$27K	Hold	600	–	–	0.01%	414
2014 Q2	$27K	Buy	+600	New	+$25.8K	0.01%	429
2013 Q4	–	Sell	-600	Closed	-$24K	–	356
2013 Q3	$24K	Hold	600	–	–	0.02%	352
2013 Q2	$22K	Buy	+600	New	+$21.4K	0.02%	343