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Lifelong Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lifelong Wealth Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.64M Sell
11,851
-1,060
-8% -$147K 0.55% 25
2025
Q1 		$1.52M Sell
12,911
-662
-5% -$77.8K 0.71% 19
2024
Q4 		$1.72M Buy
+13,573
New +$1.72M 0.77% 19