Castle 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 | $1.87M | Hold |
4,395
| – | – | 0.68% | 44 |
|
|
2025
Q1 | $1.59M | Hold |
4,395
| – | – | 0.62% | 41 |
|
|
2024
Q4 | $1.76M | Sell |
4,395
-42
| -0.9% | -$16.9K | 0.69% | 41 |
|
|
2024
Q3 | $1.67M | Sell |
4,437
-55
| -1% | -$20.6K | 0.67% | 40 |
|
|
2024
Q2 | $1.64M | Hold |
4,492
| – | – | 0.78% | 35 |
|
|
2024
Q1 | $1.51M | Sell |
4,492
-15
| -0.3% | -$5.06K | 0.79% | 38 |
|
|
2023
Q4 | $1.37M | Hold |
4,507
| – | – | 0.82% | 37 |
|
|
2023
Q3 | $1.2M | Sell |
4,507
-29
| -0.6% | -$7.73K | 0.86% | 34 |
|
|
2023
Q2 | $1.25M | Hold |
4,536
| – | – | 0.87% | 33 |
|
|
2023
Q1 | $1.11M | Hold |
4,536
| – | – | 0.86% | 32 |
|
|
2022
Q4 | $972K | Buy |
4,536
+191
| +4% | +$40.9K | 0.61% | 37 |
|
|
2022
Q3 | $914K | Sell |
4,345
-82
| -2% | -$17.2K | 0.55% | 37 |
|
|
2022
Q2 | $968K | Buy |
+4,427
| New | +$968K | 0.56% | 36 |
|