Holistic Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Holistic Planning’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$379K	Sell
2025 Q2	$398K	Sell
2025 Q1	$344K	Sell
2024 Q4	$375K	Sell
2024 Q3	$349K	Buy
2024 Q2	$284K	Hold
2024 Q1	$284K	Sell
2023 Q4	$284K	Buy