Able Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.85M Sell
6,722
-3,543
-35% -$1.5M 1.44% 19
2025
Q1
$3.71M Sell
10,265
-392
-4% -$142K 2.19% 14
2024
Q4
$4.28M Sell
10,657
-209
-2% -$83.9K 2.81% 11
2024
Q3
$4.08M Sell
10,866
-1,139
-9% -$428K 3.09% 10
2024
Q2
$4.38M Buy
12,005
+1,319
+12% +$481K 3.6% 10
2024
Q1
$3.6M Buy
10,686
+2,617
+32% +$882K 3.14% 10
2023
Q4
$2.45M Buy
+8,069
New +$2.45M 2.22% 10