Institute for Wealth Management’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	$233K	Buy	+1,679	New	+$233K	0.03%	502
2025 Q1	–	Sell	-1,679	Closed	-$213K	–	538
2024 Q4	$213K	Buy	+1,679	New	+$213K	0.03%	472
2020 Q1	–	Sell	-680	Closed	-$52K	–	535
2019 Q4	$52K	Buy	+680	New	+$52K	0.01%	512