PDS Planning’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	$320K	Buy	2,501 +1	+0%	+$135	0.02%	374
2025 Q4	$342K	Buy	2,500 +3	+0.1%	+$419	0.02%	345
2025 Q3	$356K	Buy	2,497 +2	+0.1%	+$283	0.02%	327
2025 Q2	$346K	Buy	2,495 +2	+0.1%	+$253	0.03%	317
2025 Q1	$293K	Sell	2,493 -16	-0.6%	-$2.06K	0.02%	333
2024 Q4	$318K	Buy	2,509 +3	+0.1%	+$381	0.03%	282
2024 Q3	$294K	Buy	2,506 +3	+0.1%	+$335	0.03%	300
2024 Q2	$276K	Buy	2,503 +2	+0.1%	+$220	0.03%	280
2024 Q1	$285K	Buy	2,501 +3	+0.1%	+$325	0.03%	274
2023 Q4	$261K	Buy	+2,498	New	+$237K	0.03%	264
2023 Q3	–	Sell	-2,103	Closed	-$203K	–	353
2023 Q2	$203K	Buy	+2,103	New	+$192K	0.03%	298
2022 Q2	–	Sell	-2,085	Closed	-$210K	–	236
2022 Q1	$210K	Buy	2,085 +3	+0.1%	+$299	0.04%	203
2021 Q4	$240K	Buy	2,082 +4	+0.2%	+$466	0.05%	164
2021 Q3	$233K	Hold	2,078	–	–	0.05%	163
2021 Q2	$235K	Buy	2,078 +2	+0.1%	+$214	0.06%	157
2021 Q1	$212K	Hold	2,076	–	–	0.06%	152
2020 Q4	$213K	Buy	+2,076	New	+$198K	0.07%	140