Carlton Hofferkamp & Jenks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Hold |
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|
2025
Q2 | $354K | Sell |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $229K | Sell |
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|
2020
Q4 | $217K | Hold |
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|
2020
Q3 | $204K | Buy |
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