TrueWealth 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
2026 Q2	$374K	Hold	2,552	–	–	0.08%	174
2026 Q1	$327K	Hold	2,552	–	–	0.08%	191
2025 Q4	$349K	Hold	2,552	–	–	0.09%	179
2025 Q3	$363K	Hold	2,552	–	–	0.1%	160
2025 Q2	$354K	Hold	2,552	–	–	0.1%	154
2025 Q1	$300K	Hold	2,552	–	–	0.1%	161
2024 Q4	$323K	Hold	2,552	–	–	0.11%	160
2024 Q3	$299K	Hold	2,552	–	–	0.1%	176
2024 Q2	$282K	Hold	2,552	–	–	0.1%	171
2024 Q1	$291K	Hold	2,552	–	–	0.11%	152
2023 Q4	$267K	Hold	2,552	–	–	0.1%	153
2023 Q3	$233K	Hold	2,552	–	–	0.1%	166
2023 Q2	$247K	Hold	2,552	–	–	0.1%	156
2023 Q1	$232K	Hold	2,552	–	–	0.1%	166
2022 Q4	$213K	Hold	2,552	–	–	0.09%	171
2022 Q3	$200K	Hold	2,552	–	–	0.09%	158
2022 Q2	$202K	Hold	2,552	–	–	0.09%	166
2022 Q1	$294K	Hold	2,552	–	–	0.13%	133
2021 Q4	$294K	Hold	2,552	–	–	0.13%	133
2021 Q3	$286K	Hold	2,552	–	–	0.16%	107
2021 Q2	$289K	Hold	2,552	–	–	0.17%	103
2021 Q1	$272K	Hold	2,552	–	–	0.18%	102
2020 Q4	$269K	Buy	+2,552	New	+$243K	0.23%	70