Edge Financial Advisors’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
$473K Sell
1,126
-138
-11% -$58K 0.25% 70
2025
Q1
$456K Buy
1,264
+463
+58% +$167K 0.29% 60
2024
Q4
$322K Hold
801
0.29% 68
2024
Q3
$301K Buy
+801
New +$301K 0.27% 72
2024
Q1
$270K Buy
+801
New +$270K 0.24% 107