Cypress Financial Planning’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
$763K Hold
1,798
0.25% 35
2025
Q1
$649K Sell
1,798
-65
-3% -$23.5K 0.23% 36
2024
Q4
$748K Hold
1,863
0.27% 30
2024
Q3
$699K Buy
+1,863
New +$699K 0.26% 34