WealthPLAN Partners’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	–	Sell	-5,020	Closed	-$687K	–	241
2025 Q4	$687K	Sell	5,020 -105	-2%	-$14.7K	0.1%	153
2025 Q3	$730K	Sell	5,125 -258	-5%	-$36.5K	0.11%	147
2025 Q2	$747K	Buy	5,383 +442	+9%	+$55.9K	0.12%	144
2025 Q1	$581K	Buy	4,941 +247	+5%	+$31.8K	0.08%	159
2024 Q4	$595K	Sell	4,694 -511	-10%	-$65K	0.08%	157
2024 Q3	$610K	Hold	5,205	–	–	0.08%	161
2024 Q2	$574K	Sell	5,205 -61	-1%	-$6.7K	0.06%	194
2024 Q1	$601K	Hold	5,266	–	–	0.06%	186
2023 Q4	$550K	Hold	5,266	–	–	0.06%	212
2023 Q3	$481K	Hold	5,266	–	–	0.06%	206
2023 Q2	$509K	Buy	5,266 +55	+1%	+$5.01K	0.07%	189
2023 Q1	$474K	Sell	5,211 -1,390	-21%	-$124K	0.05%	206
2022 Q4	$616K	Buy	+6,601	New	+$556K	0.04%	228
2022 Q1	$260K	Buy	2,912 +505	+21%	+$50.3K	0.02%	341
2021 Q4	$241K	Buy	+2,407	New	+$281K	0.02%	349
2017 Q2	–	Sell	-176	Closed	-$8.99K	–	305
2017 Q1	$8.99K	Buy	+176	New	+$8.98K	0.03%	283
2016 Q3	$41.2K	Sell	854 -1,092	-56%	-$53K	0.01%	369
2016 Q2	$22.9K	Buy	+1,946	New	+$90K	﹤0.01%	1333
2015 Q4	$17.3K	Buy	+376	New	+$17.5K	﹤0.01%	968