Weinberger Asset Management’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	$4.91M	Buy	38,288 +1,798	+5%	+$243K	1.84%	15
2025 Q4	$5M	Buy	36,490 +408	+1%	+$57K	1.8%	16
2025 Q3	$5.14M	Buy	36,082 +2,330	+7%	+$329K	1.86%	15
2025 Q2	$4.68M	Buy	33,752 +739	+2%	+$93.5K	1.81%	14
2025 Q1	$3.88M	Buy	33,013 +308	+0.9%	+$39.6K	1.66%	16
2024 Q4	$4.15M	Buy	32,705 +1,179	+4%	+$150K	1.73%	16
2024 Q3	$3.7M	Buy	31,526 +2,314	+8%	+$259K	1.58%	18
2024 Q2	$3.22M	Buy	29,212 +1,385	+5%	+$152K	1.52%	19
2024 Q1	$3.18M	Sell	27,827 -200	-0.7%	-$21.6K	1.53%	19
2023 Q4	$2.93M	Sell	28,027 -797	-3%	-$75.6K	1.51%	19
2023 Q3	$2.63M	Sell	28,824 -300	-1%	-$28.7K	1.5%	18
2023 Q2	$2.81M	Sell	29,124 -1,198	-4%	-$109K	1.55%	19
2023 Q1	$2.76M	Sell	30,322 -1,286	-4%	-$115K	1.61%	19
2022 Q4	$2.64M	Sell	31,608 -5,054	-14%	-$425K	1.62%	19
2022 Q3	$2.88M	Buy	36,662 +2,402	+7%	+$207K	1.99%	16
2022 Q2	$2.71M	Buy	34,260 +695	+2%	+$60.5K	1.79%	17
2022 Q1	$3.37M	Buy	33,565 +1,012	+3%	+$101K	2.89%	12
2021 Q4	$3.75M	Buy	+32,553	New	+$3.8M	3.07%	12