Rice Partnership’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	$1.67K	Hold	13	–	–	﹤0.01%	177
2025 Q4	$1.78K	Sell	13 -58	-82%	-$8.11K	﹤0.01%	172
2025 Q3	$10.1K	Buy	71 +49	+223%	+$6.92K	﹤0.01%	172
2025 Q2	$3.05K	Buy	+22	New	+$2.78K	﹤0.01%	163
2025 Q1	–	Sell	-174	Closed	-$22.1K	–	172
2024 Q4	$22.1K	Hold	174	–	–	﹤0.01%	150
2024 Q3	$20.4K	Hold	174	–	–	﹤0.01%	150
2024 Q2	$19.2K	Buy	+174	New	+$19.1K	﹤0.01%	135
2022 Q4	–	Sell	-188	Closed	-$15K	–	117
2022 Q3	$15K	Hold	188	–	–	﹤0.01%	115
2022 Q2	$15K	Hold	188	–	–	0.01%	110
2022 Q1	$19K	Hold	188	–	–	0.01%	123
2021 Q4	$22K	Sell	188 -350	-65%	-$40.8K	0.01%	121
2021 Q3	$60K	Buy	538 +350	+186%	+$40.3K	0.02%	108
2021 Q2	$21K	Hold	188	–	–	0.01%	118
2021 Q1	$19K	Hold	188	–	–	0.01%	105
2020 Q4	$19K	Hold	188	–	–	0.01%	106
2020 Q3	$16K	Hold	188	–	–	0.01%	88
2020 Q2	$15K	Hold	188	–	–	0.01%	80
2020 Q1	$11K	Hold	188	–	–	0.01%	89
2019 Q4	$14K	Hold	188	–	–	0.01%	90
2019 Q3	$13K	Hold	188	–	–	0.01%	94
2019 Q2	$13K	Buy	+188	New	+$13.1K	0.01%	92