Retirement Income Solutions’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	$605K	Hold	4,725	–	–	0.1%	78
2025 Q4	$647K	Sell	4,725 -692	-13%	-$96.7K	0.11%	74
2025 Q3	$771K	Hold	5,417	–	–	0.13%	59
2025 Q2	$751K	Hold	5,417	–	–	0.14%	60
2025 Q1	$636K	Hold	5,417	–	–	0.13%	61
2024 Q4	$687K	Hold	5,417	–	–	0.14%	57
2024 Q3	$635K	Hold	5,417	–	–	0.15%	64
2024 Q2	$598K	Sell	5,417 -489	-8%	-$53.7K	0.14%	66
2024 Q1	$674K	Hold	5,906	–	–	0.15%	67
2023 Q4	$617K	Sell	5,906 -66	-1%	-$6.26K	0.15%	63
2023 Q3	$546K	Hold	5,972	–	–	0.15%	66
2023 Q2	$577K	Hold	5,972	–	–	0.15%	69
2023 Q1	$544K	Sell	5,972 -131	-2%	-$11.7K	0.16%	71
2022 Q4	$510K	Sell	6,103 -694	-10%	-$58.4K	0.16%	70
2022 Q3	$538K	Hold	6,797	–	–	0.19%	54
2022 Q2	$538K	Buy	6,797 +888	+15%	+$77.3K	0.19%	58
2022 Q1	$594K	Hold	5,909	–	–	0.16%	52
2021 Q4	$681K	Buy	5,909 +286	+5%	+$33.3K	0.18%	49
2021 Q3	$630K	Hold	5,623	–	–	0.21%	51
2021 Q2	$637K	Sell	5,623 -183	-3%	-$19.5K	0.22%	50
2021 Q1	$593K	Hold	5,806	–	–	0.2%	53
2020 Q4	$596K	Hold	5,806	–	–	0.22%	55
2020 Q3	$502K	Sell	5,806 -504	-8%	-$42.5K	0.22%	54
2020 Q2	$499K	Buy	6,310 +596	+10%	+$43.2K	0.21%	54
2020 Q1	$347K	Hold	5,714	–	–	0.19%	53
2019 Q4	$436K	Hold	5,714	–	–	0.18%	53
2019 Q3	$404K	Sell	5,714 -118	-2%	-$8.48K	0.22%	49
2019 Q2	$416K	Buy	5,832 +1,276	+28%	+$88.7K	0.22%	46
2019 Q1	$309K	Hold	4,556	–	–	0.18%	54
2018 Q4	$259K	Hold	4,556	–	–	0.17%	54
2018 Q3	$309K	Hold	4,556	–	–	0.17%	52
2018 Q2	$289K	Hold	4,556	–	–	0.18%	53
2018 Q1	$280K	Buy	4,556 +306	+7%	+$19.1K	0.17%	50
2017 Q4	$256K	Buy	+4,250	New	+$250K	0.15%	61