Hazlett, Burt & Watson’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
2026 Q1	$235K	Hold	1,835	–	–	0.07%	226
2025 Q4	$251K	Hold	1,835	–	–	0.08%	216
2025 Q3	$261K	Hold	1,835	–	–	0.09%	192
2025 Q2	$255K	Sell	1,835 -160	-8%	-$20.2K	0.1%	173
2025 Q1	$234K	Sell	1,995 -487	-20%	-$62.6K	0.11%	173
2024 Q4	$314K	Buy	2,482 +3	+0.1%	+$381	0.14%	146
2024 Q3	$292K	Buy	2,479 +92	+4%	+$10.3K	0.13%	160
2024 Q2	$266K	Sell	2,387 -54	-2%	-$5.93K	0.14%	150
2024 Q1	$279K	Hold	2,441	–	–	0.17%	133
2023 Q4	$254K	Buy	2,441 +1	+0%	+$95	0.17%	127
2023 Q3	$223K	Buy	2,440 +412	+20%	+$39.4K	0.17%	133
2023 Q2	$195K	Buy	2,028 +498	+33%	+$45.4K	0.15%	140
2023 Q1	$139K	Hold	1,530	–	–	0.11%	162
2022 Q4	$128K	Hold	1,530	–	–	0.11%	160
2022 Q3	$120K	Hold	1,530	–	–	0.12%	166
2022 Q2	$121K	Hold	1,530	–	–	0.11%	175
2022 Q1	$154K	Buy	+1,530	New	+$152K	0.12%	165