TCI Wealth Advisors’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
2023 Q2	–	Sell	-170	Closed	-$15.5K	–	1213
2023 Q1	$15.5K	Hold	170	–	–	﹤0.01%	839
2022 Q4	$14.2K	Hold	170	–	–	﹤0.01%	858
2022 Q3	$13K	Hold	170	–	–	﹤0.01%	868
2022 Q2	$13K	Hold	170	–	–	﹤0.01%	855
2022 Q1	$17K	Hold	170	–	–	﹤0.01%	770
2021 Q4	$20K	Sell	170 -1,259	-88%	-$147K	﹤0.01%	713
2021 Q3	$160K	Buy	1,429 +1,259	+741%	+$145K	0.03%	215
2021 Q2	$19K	Hold	170	–	–	﹤0.01%	630
2021 Q1	$17K	Hold	170	–	–	0.01%	627
2020 Q4	$17K	Hold	170	–	–	0.01%	529
2020 Q3	$15K	Hold	170	–	–	0.01%	495
2020 Q2	$13K	Hold	170	–	–	0.01%	519
2020 Q1	$10K	Hold	170	–	–	0.01%	570
2019 Q4	$13K	Sell	170 -240	-59%	-$17.6K	0.01%	652
2019 Q3	$29K	Buy	410 +240	+141%	+$17.2K	0.01%	429
2019 Q2	$12K	Hold	170	–	–	0.01%	584
2019 Q1	$12K	Hold	170	–	–	0.01%	593
2018 Q4	$10K	Hold	170	–	–	0.01%	628
2018 Q3	$12K	Sell	170 -544	-76%	-$36.2K	0.01%	600
2018 Q2	$45K	Buy	+714	New	+$44.9K	0.02%	340
2016 Q2	–	Sell	-110	Closed	-$5K	–	1339
2016 Q1	$5K	Buy	+110	New	+$4.75K	﹤0.01%	714