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 |
|