Acorn Financial Advisory Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$294K	Sell	2,760 -12	-0.4%	-$1.36K	0.04%	167
2025 Q4	$328K	Buy	2,772 +264	+11%	+$31.3K	0.05%	156
2025 Q3	$294K	Hold	2,508	–	–	0.05%	161
2025 Q2	$266K	Sell	2,508 -208	-8%	-$19.9K	0.04%	168
2025 Q1	$245K	Hold	2,716	–	–	0.04%	164
2024 Q4	$273K	Hold	2,716	–	–	0.05%	170
2024 Q3	$255K	Hold	2,716	–	–	0.05%	173
2024 Q2	$248K	Hold	2,716	–	–	0.05%	176
2024 Q1	$229K	Sell	2,716 -424	-14%	-$34.2K	0.04%	184
2023 Q4	$238K	Sell	3,140 -136	-4%	-$9.62K	0.04%	224
2023 Q3	$218K	Sell	3,276 -108	-3%	-$7.46K	0.04%	227
2023 Q2	$233K	Buy	+3,384	New	+$215K	0.04%	224
2022 Q2	–	Sell	-3,228	Closed	-$224K	–	216
2022 Q1	$224K	Buy	3,228 +576	+22%	+$39.3K	0.04%	208
2021 Q4	$203K	Sell	2,652 -532	-17%	-$39.4K	0.04%	212
2021 Q3	$218K	Hold	3,184	–	–	0.07%	206
2021 Q2	$216K	Buy	+3,184	New	+$205K	0.06%	223