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
2026 Q1	$1.84M	Sell	17,232 -116	-0.7%	-$13.2K	0.6%	43
2025 Q4	$2.05M	Sell	17,348 -64	-0.4%	-$7.58K	0.68%	42
2025 Q3	$2.04M	Sell	17,412 -168	-1%	-$18.7K	0.69%	42
2025 Q2	$1.87M	Hold	17,580	–	–	0.68%	44
2025 Q1	$1.59M	Hold	17,580	–	–	0.62%	41
2024 Q4	$1.76M	Sell	17,580 -168	-0.9%	-$16.5K	0.69%	41
2024 Q3	$1.67M	Sell	17,748 -220	-1%	-$19.9K	0.67%	40
2024 Q2	$1.64M	Hold	17,968	–	–	0.78%	35
2024 Q1	$1.51M	Sell	17,968 -60	-0.3%	-$4.83K	0.79%	38
2023 Q4	$1.37M	Hold	18,028	–	–	0.82%	37
2023 Q3	$1.2M	Sell	18,028 -116	-0.6%	-$8.01K	0.86%	34
2023 Q2	$1.25M	Hold	18,144	–	–	0.87%	33
2023 Q1	$1.11M	Hold	18,144	–	–	0.86%	32
2022 Q4	$972K	Buy	18,144 +764	+4%	+$42K	0.61%	37
2022 Q3	$914K	Sell	17,380 -328	-2%	-$19.3K	0.55%	37
2022 Q2	$968K	Buy	+17,708	New	+$1.06M	0.56%	36