LifePlan 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
2025
Q3
$403K Buy
2025
Q2
$377K Buy
2025
Q1
$319K Hold
2024
Q4
$345K Hold
2024
Q3
$319K Hold
2024
Q2
$300K Hold
2024
Q1
$310K Hold
2023
Q4
$284K Hold
2023
Q3
$248K Hold
2023
Q2
$263K Buy