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Phillips Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Phillips Financial Management’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 		$4.44K Hold
32
– – ﹤0.01% 269
2025
Q1 		$3.76K Hold
32
– – ﹤0.01% 253
2024
Q4 		$4.06K Sell
32
-77
-71% -$9.76K ﹤0.01% 249
2024
Q3 		$12.8K Hold
109
– – ﹤0.01% 251
2024
Q2 		$12K Buy
+109
New +$12K ﹤0.01% 246