Clayton Financial Group’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
Sell
-33,891
Closed -$12.2M 64
2025
Q1
$12.2M Sell
33,891
-542
-2% -$196K 4.49% 5
2024
Q4
$13.8M Sell
34,433
-778
-2% -$312K 4.98% 5
2024
Q3
$13.2M Sell
35,211
-948
-3% -$356K 4.95% 5
2024
Q2
$12.2M Buy
36,159
+570
+2% +$192K 5.27% 5
2024
Q1
$12M Buy
35,589
+1,001
+3% +$337K 5.46% 5
2023
Q4
$10.5M Buy
+34,588
New +$10.5M 6.53% 5