Horst & Graben Wealth Management’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	$2.26M	Buy	16,599 +183	+1%	+$24.8K	0.31%	50
2025 Q4	$2.25M	Buy	16,416 +216	+1%	+$30.2K	0.34%	44
2025 Q3	$2.31M	Sell	16,200 -119	-0.7%	-$16.8K	0.35%	47
2025 Q2	$2.26M	Sell	16,319 -116	-0.7%	-$14.7K	0.37%	46
2025 Q1	$1.93M	Sell	16,435 -234	-1%	-$30.1K	0.35%	45
2024 Q4	$2.11M	Sell	16,669 -1,429	-8%	-$182K	0.38%	41
2024 Q3	$2.12M	Sell	18,098 -539	-3%	-$60.3K	0.38%	37
2024 Q2	$2.06M	Sell	18,637 -455	-2%	-$50K	0.39%	37
2024 Q1	$2.18M	Sell	19,092 -1,496	-7%	-$162K	0.44%	34
2023 Q4	$2.15M	Sell	20,588 -4,279	-17%	-$406K	0.47%	36
2023 Q3	$2.27M	Buy	24,867 +5,953	+31%	+$569K	0.56%	32
2023 Q2	$1.83M	Sell	18,914 -654	-3%	-$59.6K	0.44%	30
2023 Q1	$1.78M	Sell	19,568 -33,806	-63%	-$3.02M	0.44%	32
2022 Q4	$4.46M	Sell	53,374 -4,365	-8%	-$367K	1.17%	18
2022 Q3	$4.53M	Buy	57,739 +4,761	+9%	+$410K	1.28%	19
2022 Q2	$4.2M	Sell	52,978 -1,134	-2%	-$98.8K	1.14%	21
2022 Q1	$5.44M	Sell	54,112 -4,896	-8%	-$488K	1.33%	17
2021 Q4	$6.8M	Sell	59,008 -4,977	-8%	-$580K	1.7%	18
2021 Q3	$7.17M	Sell	63,985 -25	-0%	-$2.88K	1.98%	16
2021 Q2	$7.25M	Buy	+64,010	New	+$6.84M	2.02%	14