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

Alliance Wealth Management Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.82M	Sell	6,638 -124	-2%	-$52.6K	0.72%	35
2025 Q1	$2.44M	Hold	6,762	–	–	0.66%	34
2024 Q4	$2.72M	Hold	6,762	–	–	0.73%	33
2024 Q3	$2.54M	Hold	6,762	–	–	0.68%	34
2024 Q2	$2.46M	Buy	6,762 +288	+4%	+$105K	0.7%	35
2024 Q1	$2.18M	Hold	6,474	–	–	0.64%	35
2023 Q4	$1.96M	Buy	+6,474	New	+$1.96M	0.61%	36
2023 Q2	$1.85M	Sell	6,738 -15	-0.2%	-$4.13K	0.6%	36
2023 Q1	$1.65M	Hold	6,753	–	–	0.56%	36
2022 Q4	$1.45M	Sell	6,753 -1	-0%	-$214	0.53%	35
2022 Q3	$1.42M	Hold	6,754	–	–	0.55%	36
2022 Q2	$1.48M	Hold	6,754	–	–	0.55%	35
2022 Q1	$1.88M	Buy	6,754 +18	+0.3%	+$5K	0.61%	33
2021 Q4	$2.06M	Hold	6,736	–	–	0.64%	33
2021 Q3	$1.85M	Hold	6,736	–	–	0.6%	33
2021 Q2	$1.83M	Sell	6,736 -125	-2%	-$33.9K	0.61%	32
2021 Q1	$1.67M	Hold	6,861	–	–	0.63%	27
2020 Q4	$1.65M	Hold	6,861	–	–	0.65%	27
2020 Q3	$1.49M	Sell	6,861 -95	-1%	-$20.6K	0.64%	26
2020 Q2	$1.34M	Hold	6,956	–	–	0.61%	27
2020 Q1	$1.05M	Sell	6,956 -555	-7%	-$83.6K	0.56%	27
2019 Q4	$1.32M	Hold	7,511	–	–	0.59%	28
2019 Q3	$1.2M	Hold	7,511	–	–	0.58%	28
2019 Q2	$1.18M	Hold	7,511	–	–	0.58%	29
2019 Q1	$1.14M	Hold	7,511	–	–	0.6%	29
2018 Q4	$983K	Hold	7,511	–	–	0.59%	29
2018 Q3	$1.17M	Hold	7,511	–	–	0.64%	30
2018 Q2	$1.08M	Sell	7,511 -5,286	-41%	-$760K	0.63%	32
2018 Q1	$1.74M	Buy	12,797 +4,699	+58%	+$640K	0.82%	28
2017 Q4	$1.09M	Sell	8,098 -10,151	-56%	-$1.37M	0.54%	35
2017 Q3	$2.28M	Buy	18,249 +9,553	+110%	+$1.2M	0.58%	33
2017 Q2	$1.03M	Hold	8,696	–	–	0.58%	37
2017 Q1	$1.01M	Sell	8,696 -112,156	-93%	-$13M	0.58%	38
2016 Q4	$12.7M	Sell	120,852 -7,464	-6%	-$783K	9.31%	4
2016 Q3	$13.4M	Sell	128,316 -7,790	-6%	-$812K	9.41%	4
2016 Q2	$13.7M	Sell	136,106 -5,861	-4%	-$588K	9.61%	4
2016 Q1	$14.2M	Sell	141,967 -6,876	-5%	-$686K	12.01%	3
2015 Q4	$14.8M	Buy	+148,843	New	+$14.8M	14.12%	2