Yardley Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$305K	Hold	2,200	–	–	0.17%	38
2025 Q1	$258K	Sell	2,200 -6,600	-75%	-$774K	0.15%	39
2024 Q4	$1.07M	Buy	8,800 +6,600	+300%	+$806K	0.52%	27
2024 Q3	$258K	Buy	+2,200	New	+$258K	0.15%	40