KCM Investment Advisors’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
2022 Q1	–	Sell	-1,815	Closed	-$209K	–	421
2021 Q4	$209K	Sell	1,815 -24	-1%	-$2.8K	0.01%	402
2021 Q3	$206K	Hold	1,839	–	–	0.01%	383
2021 Q2	$208K	Buy	+1,839	New	+$196K	0.01%	373
2020 Q1	–	Sell	-2,880	Closed	-$220K	–	323
2019 Q4	$220K	Hold	2,880	–	–	0.01%	324
2019 Q3	$204K	Hold	2,880	–	–	0.01%	319
2019 Q2	$205K	Buy	+2,880	New	+$200K	0.01%	321
2017 Q4	–	Sell	-4,220	Closed	-$239K	–	523
2017 Q3	$239K	Hold	4,220	–	–	0.01%	476
2017 Q2	$228K	Buy	4,220 +106	+3%	+$5.64K	0.01%	496
2017 Q1	$213K	Hold	4,114	–	–	0.01%	512
2016 Q4	$200K	Sell	4,114 -20	-0.5%	-$964	0.01%	519
2016 Q3	$201K	Buy	+4,134	New	+$200K	0.01%	518
2015 Q3	–	Sell	-4,208	Closed	-$204K	–	539
2015 Q2	$204K	Hold	4,208	–	–	0.02%	515
2015 Q1	$206K	Buy	+4,208	New	+$201K	0.02%	502