Beaird Harris 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 | $732K | Sell |
1,725
-86
| -5% | -$36.5K | 0.06% | 74 |
|
|
2025
Q1 | $654K | Sell |
1,811
-77
| -4% | -$27.8K | 0.06% | 71 |
|
|
2024
Q4 | $758K | Sell |
1,888
-132
| -7% | -$53K | 0.07% | 70 |
|
|
2024
Q3 | $758K | Sell |
2,020
-56
| -3% | -$21K | 0.07% | 71 |
|
|
2024
Q2 | $757K | Buy |
2,076
+46
| +2% | +$16.8K | 0.07% | 65 |
|
|
2024
Q1 | $684K | Sell |
2,030
-124
| -6% | -$41.8K | 0.07% | 59 |
|
|
2023
Q4 | $653K | Sell |
2,154
-249
| -10% | -$75.5K | 0.07% | 55 |
|
|
2023
Q3 | $639K | Hold |
2,403
| – | – | 0.08% | 52 |
|
|
2023
Q2 | $661K | Sell |
2,403
-662
| -22% | -$182K | 0.08% | 50 |
|
|
2023
Q1 | $749K | Sell |
3,065
-1,024
| -25% | -$250K | 0.13% | 45 |
|
|
2022
Q4 | $876K | Buy |
4,089
+83
| +2% | +$17.8K | 0.16% | 41 |
|
|
2022
Q3 | $843K | Buy |
4,006
+54
| +1% | +$11.4K | 0.18% | 42 |
|
|
2022
Q2 | $864K | Sell |
3,952
-52
| -1% | -$11.4K | 0.24% | 37 |
|
|
2022
Q1 | $1.11M | Sell |
4,004
-97
| -2% | -$26.9K | 0.4% | 29 |
|
|
2021
Q4 | $1.25M | Buy |
+4,101
| New | +$1.25M | 0.46% | 33 |
|