Univest Financial’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	$629K	Buy	4,535 +3	+0.1%	+$416	0.04%	180
2025 Q1	$532K	Sell	4,532 -430	-9%	-$50.5K	0.03%	195
2024 Q4	$629K	Buy	4,962 +60	+1%	+$7.61K	0.04%	188
2024 Q3	$575K	Buy	+4,902	New	+$575K	0.04%	187