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Northeast Planning Associates NH’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northeast Planning Associates NH’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 		$1.93M Buy
13,930
+452
+3% +$62.7K 1.78% 19
2025
Q1 		$1.58M Buy
+13,478
New +$1.58M 1.31% 22