Castle 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
$2.04M Sell
2025
Q2
$1.87M Hold
2025
Q1
$1.59M Hold
2024
Q4
$1.76M Sell
2024
Q3
$1.67M Sell
2024
Q2
$1.64M Hold
2024
Q1
$1.51M Sell
2023
Q4
$1.37M Hold
2023
Q3
$1.2M Sell
2023
Q2
$1.25M Hold
2023
Q1
$1.11M Hold
2022
Q4
$972K Buy
2022
Q3
$914K Sell
2022
Q2
$968K Buy