Vaughan David Investments’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	$514K	Sell	4,011 -106	-3%	-$14.3K	0.01%	174
2025 Q4	$564K	Sell	4,117 -968	-19%	-$135K	0.01%	166
2025 Q3	$724K	Buy	5,085 +938	+23%	+$133K	0.02%	151
2025 Q2	$575K	Hold	4,147	–	–	0.01%	159
2025 Q1	$487K	Hold	4,147	–	–	0.01%	153
2024 Q4	$526K	Sell	4,147 -1	-0%	-$127	0.01%	151
2024 Q3	$486K	Hold	4,148	–	–	0.01%	159
2024 Q2	$458K	Sell	4,148 -301	-7%	-$33.1K	0.01%	161
2024 Q1	$508K	Buy	4,449 +142	+3%	+$15.4K	0.01%	160
2023 Q4	$450K	Buy	4,307 +160	+4%	+$15.2K	0.01%	156
2023 Q3	$379K	Hold	4,147	–	–	0.01%	158
2023 Q2	$401K	Hold	4,147	–	–	0.01%	160
2023 Q1	$378K	Hold	4,147	–	–	0.01%	159
2022 Q4	$347K	Hold	4,147	–	–	0.01%	158
2022 Q3	$325K	Hold	4,147	–	–	0.01%	159
2022 Q2	$329K	Buy	+4,147	New	+$361K	0.01%	158