Avondale Wealth Management’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 Q2	$248K	Sell	2,000 -140	-7%	-$16.9K	0.1%	64
2026 Q1	$228K	Hold	2,140	–	–	0.11%	65
2025 Q4	$253K	Sell	2,140 -28	-1%	-$3.32K	0.13%	54
2025 Q3	$254K	Sell	2,168 -732	-25%	-$81.5K	0.14%	53
2025 Q2	$308K	Hold	2,900	–	–	0.17%	50
2025 Q1	$262K	Hold	2,900	–	–	0.16%	47
2024 Q4	$291K	Hold	2,900	–	–	0.19%	43
2024 Q3	$272K	Hold	2,900	–	–	0.18%	42
2024 Q2	$264K	Hold	2,900	–	–	0.18%	45
2024 Q1	$244K	Hold	2,900	–	–	0.17%	44
2023 Q4	$220K	Hold	2,900	–	–	0.18%	43
2023 Q3	$193K	Hold	2,900	–	–	0.17%	46
2023 Q2	$200K	Hold	2,900	–	–	0.17%	46
2023 Q1	$177K	Hold	2,900	–	–	0.15%	46
2022 Q4	$155K	Hold	2,900	–	–	0.13%	40
2022 Q3	$153K	Hold	2,900	–	–	0.17%	40
2022 Q2	$159K	Hold	2,900	–	–	0.18%	39
2022 Q1	$201K	Sell	2,900 -2,836	-49%	-$194K	0.24%	41
2021 Q4	$438K	Sell	5,736 -2,600	-31%	-$193K	0.44%	26
2021 Q3	$571K	Hold	8,336	–	–	0.56%	26
2021 Q2	$566K	Hold	8,336	–	–	0.53%	27
2021 Q1	$506K	Hold	8,336	–	–	0.5%	25
2020 Q4	$503K	Hold	8,336	–	–	0.58%	19
2020 Q3	$452K	Sell	8,336 -536	-6%	-$28.2K	0.68%	15
2020 Q2	$426K	Hold	8,872	–	–	0.61%	15
2020 Q1	$334K	Hold	8,872	–	–	0.53%	17
2019 Q4	$390K	Hold	8,872	–	–	0.57%	15
2019 Q3	$354K	Hold	8,872	–	–	0.58%	15
2019 Q2	$349K	Hold	8,872	–	–	0.26%	16
2019 Q1	$336K	Hold	8,872	–	–	0.26%	16
2018 Q4	$290K	Hold	8,872	–	–	0.24%	17
2018 Q3	$346K	Hold	8,872	–	–	0.33%	11
2018 Q2	$319K	Hold	8,872	–	–	0.26%	14
2018 Q1	$301K	Hold	8,872	–	–	0.25%	15
2017 Q4	$299K	Buy	+8,872	New	+$291K	0.26%	16