Brightwater Advisory’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
$3.52M Sell
8,288
-62
-0.7% -$26.3K 2.53% 15
2025
Q1
$3.02M Sell
8,350
-129
-2% -$46.6K 2.38% 16
2024
Q4
$3.4M Sell
8,479
-428
-5% -$172K 2.67% 16
2024
Q3
$3.34M Sell
8,907
-294
-3% -$110K 2.46% 16
2024
Q2
$3.35M Sell
9,201
-714
-7% -$260K 2.59% 14
2024
Q1
$3.34M Buy
9,915
+26
+0.3% +$8.76K 2.68% 16
2023
Q4
$3M Buy
+9,889
New +$3M 2.53% 17