Summit Wealth Partners’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	$250K	Buy	+1,948	New	+$264K	0.04%	239
2024 Q4	–	Sell	-10,570	Closed	-$1.24M	–	219
2024 Q3	$1.24M	Sell	10,570 -143	-1%	-$16K	0.24%	78
2024 Q2	$1.18M	Buy	10,713 +811	+8%	+$89.1K	0.25%	77
2024 Q1	$1.13M	Buy	9,902 +3,657	+59%	+$396K	0.24%	70
2023 Q4	$652K	Buy	6,245 +285	+5%	+$27K	0.15%	99
2023 Q3	$544K	Sell	5,960 -53	-0.9%	-$5.07K	0.14%	99
2023 Q2	$581K	Buy	6,013 +2	+0%	+$182	0.15%	96
2023 Q1	$547K	Hold	6,011	–	–	0.14%	100
2022 Q4	$502K	Sell	6,011 -328	-5%	-$27.6K	0.13%	107
2022 Q3	$497K	Buy	6,339 +1,365	+27%	+$117K	0.14%	90
2022 Q2	$394K	Sell	4,974 -3,015	-38%	-$263K	0.11%	105
2022 Q1	$803K	Sell	7,989 -127	-2%	-$12.6K	0.18%	66
2021 Q4	$935K	Buy	8,116 +79	+1%	+$9.21K	0.2%	58
2021 Q3	$901K	Sell	8,037 -124	-2%	-$14.3K	0.21%	56
2021 Q2	$924K	Sell	8,161 -53	-0.6%	-$5.66K	0.22%	59
2021 Q1	$838K	Buy	8,214 +1,193	+17%	+$125K	0.21%	59
2020 Q4	$721K	Buy	7,021 +703	+11%	+$66.9K	0.2%	71
2020 Q3	$546K	Buy	6,318 +68	+1%	+$5.74K	0.16%	85
2020 Q2	$494K	Buy	6,250 +8	+0.1%	+$580	0.16%	87
2020 Q1	$379K	Buy	6,242 +144	+2%	+$10.5K	0.15%	71
2019 Q4	$465K	Buy	+6,098	New	+$447K	0.16%	67