McDonald Partners’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
2026 Q1	$282K	Hold	2,200	–	–	0.07%	191
2025 Q4	$301K	Hold	2,200	–	–	0.09%	172
2025 Q3	$313K	Hold	2,200	–	–	0.09%	189
2025 Q2	$305K	Hold	2,200	–	–	0.07%	211
2025 Q1	$258K	Hold	2,200	–	–	0.07%	216
2024 Q4	$279K	Hold	2,200	–	–	0.07%	206
2024 Q3	$258K	Hold	2,200	–	–	0.06%	213
2024 Q2	$243K	Hold	2,200	–	–	0.07%	221
2024 Q1	$251K	Sell	2,200 -158	-7%	-$17.1K	0.07%	215
2023 Q4	$246K	Hold	2,358	–	–	0.07%	208
2023 Q3	$215K	Hold	2,358	–	–	0.07%	211
2023 Q2	$228K	Hold	2,358	–	–	0.07%	215
2023 Q1	$215K	Buy	+2,358	New	+$210K	0.07%	214
2022 Q2	–	Sell	-5,458	Closed	-$549K	–	305
2022 Q1	$549K	Buy	5,458 +5,386	+7,481%	+$536K	0.12%	189
2021 Q4	$8.3K	Buy	+72	New	+$8.39K	0.01%	200