AFA
Alpha Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
1,237
+3
| +0.2% | +$1.27K | 0.2% | 29 |
|
|
2025
Q1 | $446K | Sell |
1,234
-128
| -9% | -$46.2K | 0.2% | 25 |
|
|
2024
Q4 | $547K | Hold |
1,362
| – | – | 0.25% | 22 |
|
|
2024
Q3 | $511K | Sell |
1,362
-12
| -0.9% | -$4.5K | 0.23% | 22 |
|
|
2024
Q2 | $501K | Sell |
1,374
-58
| -4% | -$21.1K | 0.24% | 21 |
|
|
2024
Q1 | $483K | Hold |
1,432
| – | – | 0.23% | 22 |
|
|
2023
Q4 | $434K | Hold |
1,432
| – | – | 0.22% | 24 |
|
|
2023
Q3 | $381K | Hold |
1,432
| – | – | 0.24% | 26 |
|
|
2023
Q2 | $394K | Hold |
1,432
| – | – | 0.25% | 24 |
|
|
2023
Q1 | $350K | Hold |
1,432
| – | – | 0.24% | 28 |
|
|
2022
Q4 | $307K | Buy |
+1,432
| New | +$307K | 0.27% | 30 |
|