Burling Wealth Partners’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
$892K Sell
2,100
-64
-3% -$27.2K 0.16% 100
2025
Q1
$781K Buy
2,164
+515
+31% +$186K 0.16% 102
2024
Q4
$662K Buy
+1,649
New +$662K 0.14% 109