Compass 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 | $569K | Hold |
1,340
| – | – | 0.14% | 98 |
|
|
2025
Q1 | $484K | Sell |
1,340
-50
| -4% | -$18.1K | 0.12% | 108 |
|
|
2024
Q4 | $558K | Sell |
1,390
-50
| -3% | -$20.1K | 0.13% | 106 |
|
|
2024
Q3 | $541K | Hold |
1,440
| – | – | 0.13% | 111 |
|
|
2024
Q2 | $525K | Hold |
1,440
| – | – | 0.13% | 110 |
|
|
2024
Q1 | $485K | Sell |
1,440
-290
| -17% | -$97.7K | 0.12% | 116 |
|
|
2023
Q4 | $524K | Sell |
1,730
-40
| -2% | -$12.1K | 0.15% | 109 |
|
|
2023
Q3 | $471K | Sell |
1,770
-50
| -3% | -$13.3K | 0.15% | 114 |
|
|
2023
Q2 | $501K | Sell |
1,820
-116
| -6% | -$31.9K | 0.15% | 111 |
|
|
2023
Q1 | $473K | Buy |
1,936
+416
| +27% | +$102K | 0.15% | 115 |
|
|
2022
Q4 | $326K | Buy |
+1,520
| New | +$326K | 0.11% | 126 |
|