WealthSource 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
2023 Q4	$216K	Buy	+2,069	New	+$196K	0.01%	470
2023 Q3	–	Sell	-2,091	Closed	-$202K	–	503
2023 Q2	$202K	Buy	+2,091	New	+$191K	0.01%	472
2022 Q2	–	Sell	-2,063	Closed	-$207K	–	559
2022 Q1	$207K	Hold	2,063	–	–	0.01%	540
2021 Q4	$238K	Sell	2,063 -200	-9%	-$23.3K	0.02%	486
2021 Q3	$254K	Buy	2,263 +115	+5%	+$13.2K	0.02%	436
2021 Q2	$243K	Hold	2,148	–	–	0.02%	407
2021 Q1	$219K	Hold	2,148	–	–	0.02%	395
2020 Q4	$220K	Buy	+2,148	New	+$204K	0.03%	344
2020 Q1	–	Sell	-4,246	Closed	-$324K	–	387
2019 Q4	$324K	Buy	4,246 +1,186	+39%	+$86.9K	0.04%	298
2019 Q3	$216K	Sell	3,060 -22	-0.7%	-$1.58K	0.03%	398
2019 Q2	$220K	Buy	+3,082	New	+$214K	0.03%	403