Shepherd Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+1,547	New	+$215K	0.02%	232
2024 Q2	–	Sell	-2,104	Closed	-$240K	–	216
2024 Q1	$240K	Hold	2,104	–	–	0.03%	196
2023 Q4	$220K	Buy	+2,104	New	+$220K	0.03%	196