Dougherty Wealth Advisers’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Dougherty Wealth Advisers’s Portfolio IWF Stock Details IWF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$828K	Buy
2020 Q2	–	Sell
2020 Q1	$200K	Hold
2019 Q4	$233K	Hold
2019 Q3	$212K	Hold
2019 Q2	$209K	Hold
2019 Q1	$201K	Hold
2018 Q4	$190K	Buy