Crewe Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.78M	Sell	6,559 -294	-4%	-$125K	0.39%	36
2025 Q1	$2.47M	Sell	6,853 -242	-3%	-$87.4K	0.35%	36
2024 Q4	$2.85M	Sell	7,095 -300	-4%	-$120K	0.39%	33
2024 Q3	$2.78M	Hold	7,395	–	–	0.32%	36
2024 Q2	$2.7M	Sell	7,395 -150	-2%	-$54.7K	0.3%	43
2024 Q1	$2.54M	Sell	7,545 -650	-8%	-$219K	0.3%	42
2023 Q4	$2.48M	Buy	8,195 +12	+0.1%	+$3.64K	0.39%	29
2023 Q3	$2.18M	Sell	8,183 -120	-1%	-$31.9K	0.38%	28
2023 Q2	$2.28M	Hold	8,303	–	–	0.32%	37
2023 Q1	$2.03M	Buy	8,303 +468	+6%	+$114K	0.3%	39
2022 Q4	$1.68M	Hold	7,835	–	–	0.27%	42
2022 Q3	$1.65M	Hold	7,835	–	–	0.3%	35
2022 Q2	$1.71M	Buy	7,835 +5,610	+252%	+$1.23M	0.38%	25
2022 Q1	$618K	Buy	+2,225	New	+$618K	0.12%	47
2019 Q4	–	Sell	-123	Closed	-$20K	–	262
2019 Q3	$20K	Hold	123	–	–	0.01%	159
2019 Q2	$19K	Hold	123	–	–	0.01%	192
2019 Q1	$19K	Hold	123	–	–	0.01%	163
2018 Q4	$16K	Hold	123	–	–	0.01%	166
2018 Q3	$19K	Hold	123	–	–	0.02%	174
2018 Q2	$18K	Sell	123 -233	-65%	-$34.1K	0.02%	184
2018 Q1	$48K	Hold	356	–	–	0.05%	117
2017 Q4	$48K	Buy	+356	New	+$48K	0.05%	121