PWM

PBMares Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	+1,515	New	+$210K	0.04%	177
2021 Q4	–	Sell	-1,932	Closed	-$217K	–	158
2021 Q3	$217K	Buy	+1,932	New	+$217K	0.1%	143