Lord & Richards 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	–	Sell	-747	Closed	-$87.8K	–	104
2025 Q1	$87.8K	Sell	747 -1,060	-59%	-$125K	0.1%	78
2024 Q4	$229K	Buy	+1,807	New	+$229K	0.48%	64