Glassman Wealth Services’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	$68.5K	Sell	494 -22	-4%	-$3.05K	0.01%	104
2025 Q1	$60.6K	Buy	516 +22	+4%	+$2.59K	0.01%	105
2024 Q4	$62.6K	Hold	494	–	–	0.01%	101
2024 Q3	$57.9K	Hold	494	–	–	0.01%	104
2024 Q2	$54.5K	Hold	494	–	–	0.01%	112
2024 Q1	$56.4K	Hold	494	–	–	0.01%	111
2023 Q4	$51.6K	Hold	494	–	–	0.01%	440
2023 Q3	$45.1K	Hold	494	–	–	0.01%	450
2023 Q2	$47.7K	Hold	494	–	–	0.01%	419
2023 Q1	$45K	Hold	494	–	–	0.01%	434
2022 Q4	$41.3K	Hold	494	–	–	0.01%	468
2022 Q3	$39K	Hold	494	–	–	0.01%	441
2022 Q2	$39K	Hold	494	–	–	0.01%	448
2022 Q1	$50K	Hold	494	–	–	0.01%	400
2021 Q4	$57K	Hold	494	–	–	0.01%	340
2021 Q3	$55K	Sell	494 -10	-2%	-$1.11K	0.01%	341
2021 Q2	$57K	Hold	504	–	–	0.01%	321
2021 Q1	$51K	Hold	504	–	–	0.01%	319
2020 Q4	$52K	Hold	504	–	–	0.01%	333
2020 Q3	$44K	Hold	504	–	–	0.01%	319
2020 Q2	$40K	Hold	504	–	–	0.01%	278
2020 Q1	$31K	Hold	504	–	–	0.01%	287
2019 Q4	$38K	Buy	504 +494	+4,940%	+$37.2K	0.01%	291
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	856
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	868
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	826
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	644
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	693
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	671
2018 Q1	$1K	Sell	10 -20	-67%	-$2K	﹤0.01%	623
2017 Q4	$2K	Buy	+30	New	+$2K	﹤0.01%	500