Total Clarity Wealth Management’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	$2.04M	Sell	15,942 -667	-4%	-$90.3K	0.48%	57
2025 Q4	$2.27M	Sell	16,609 -1,010	-6%	-$141K	0.55%	51
2025 Q3	$2.51M	Sell	17,619 -585	-3%	-$82.7K	0.67%	42
2025 Q2	$2.52M	Sell	18,204 -6,809	-27%	-$861K	0.72%	37
2025 Q1	$3.17M	Hold	25,013	–	–	1.04%	24
2024 Q4	$3.17M	Sell	25,013 -13,084	-34%	-$1.66M	1.03%	24
2024 Q3	$4.47M	Buy	38,097 +2,737	+8%	+$306K	1.44%	11
2024 Q2	$3.9M	Sell	35,360 -790	-2%	-$86.8K	1.35%	13
2024 Q1	$4.13M	Buy	36,150 +3,252	+10%	+$352K	1.43%	11
2023 Q4	$3.44M	Buy	32,898 +2,894	+10%	+$274K	1.41%	13
2023 Q3	$2.74M	Buy	30,004 +9,315	+45%	+$891K	1.32%	14
2023 Q2	$2M	Buy	+20,689	New	+$1.89M	0.99%	19
2022 Q3	–	Sell	-98	Closed	-$8K	–	606
2022 Q2	$8K	Buy	+98	New	+$8.53K	﹤0.01%	719
2022 Q1	–	Sell	-98	Closed	-$11K	–	562
2021 Q4	$11K	Hold	98	–	–	0.01%	671
2021 Q3	$11K	Buy	+98	New	+$11.3K	0.01%	656
2021 Q2	–	Sell	-98	Closed	-$10K	–	460
2021 Q1	$10K	Buy	+98	New	+$10.2K	0.01%	561
2020 Q1	–	Sell	-98	Closed	-$7K	–	362
2019 Q4	$7K	Buy	+98	New	+$7.18K	0.01%	541