Financial Life Advisors’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
2022 Q2	–	Sell	-2,514	Closed	-$253K	–	53
2022 Q1	$253K	Sell	2,514 -2	-0.1%	-$199	0.1%	50
2021 Q4	$290K	Sell	2,516 -94	-4%	-$11K	0.11%	48
2021 Q3	$293K	Sell	2,610 -145	-5%	-$16.7K	0.12%	45
2021 Q2	$312K	Sell	2,755 -206	-7%	-$22K	0.13%	45
2021 Q1	$302K	Sell	2,961 -110	-4%	-$11.5K	0.14%	44
2020 Q4	$315K	Sell	3,071 -65	-2%	-$6.18K	0.16%	41
2020 Q3	$271K	Buy	+3,136	New	+$265K	0.14%	43
2020 Q1	–	Sell	-3,282	Closed	-$250K	–	32
2019 Q4	$250K	Sell	3,282 -18	-0.5%	-$1.32K	0.15%	44
2019 Q3	$233K	Sell	3,300 -424	-11%	-$30.5K	0.15%	45
2019 Q2	$266K	Sell	3,724 -188	-5%	-$13.1K	0.18%	45
2019 Q1	$265K	Sell	3,912 -1,034	-21%	-$66.4K	0.18%	46
2018 Q4	$281K	Hold	4,946	–	–	0.22%	45
2018 Q3	$335K	Sell	4,946 -72	-1%	-$4.79K	0.25%	42
2018 Q2	$318K	Sell	5,018 -436	-8%	-$27.4K	0.26%	41
2018 Q1	$327K	Sell	5,454 -178	-3%	-$11.1K	0.3%	41
2017 Q4	$340K	Buy	+5,632	New	+$331K	0.27%	43