Act 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 | $348K | Buy |
820
+24
| +3% | +$10.2K | 0.15% | 34 |
|
|
2025
Q1 | $288K | Hold |
796
| – | – | 0.13% | 33 |
|
|
2024
Q4 | $320K | Buy |
796
+171
| +27% | +$68.7K | 0.15% | 32 |
|
|
2024
Q3 | $235K | Hold |
625
| – | – | 0.1% | 39 |
|
|
2024
Q2 | $228K | Sell |
625
-123
| -16% | -$44.9K | 0.11% | 38 |
|
|
2024
Q1 | $252K | Sell |
748
-241
| -24% | -$81.3K | 0.13% | 33 |
|
|
2023
Q4 | $300K | Sell |
989
-104
| -10% | -$31.5K | 0.16% | 25 |
|
|
2023
Q3 | $291K | Hold |
1,093
| – | – | 0.2% | 24 |
|
|
2023
Q2 | $301K | Sell |
1,093
-134
| -11% | -$36.9K | 0.17% | 26 |
|
|
2023
Q1 | $300K | Sell |
1,227
-28
| -2% | -$6.84K | 0.18% | 22 |
|
|
2022
Q4 | $269K | Buy |
1,255
+2
| +0.2% | +$428 | 0.17% | 26 |
|
|
2022
Q3 | $264K | Buy |
+1,253
| New | +$264K | 0.19% | 25 |
|