Valued Retirements’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Valued Retirements’s Portfolio IWP Stock Details IWP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$999K	Hold
2025 Q2	$999K	Sell
2025 Q1	$1.12M	Buy
2024 Q4	$916K	Buy
2024 Q3	$830K	Buy
2024 Q2	$731K	Buy
2024 Q1	$312K	Buy
2023 Q4	$285K	Buy