Empire Financial Management Company’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 | $565K | Sell |
1,331
-161
| -11% | -$68.4K | 0.16% | 132 |
|
|
2025
Q1 | $539K | Sell |
1,492
-155
| -9% | -$56K | 0.17% | 137 |
|
|
2024
Q4 | $661K | Sell |
1,647
-100
| -6% | -$40.2K | 0.21% | 125 |
|
|
2024
Q3 | $656K | Hold |
1,747
| – | – | 0.2% | 127 |
|
|
2024
Q2 | $637K | Sell |
1,747
-75
| -4% | -$27.3K | 0.21% | 123 |
|
|
2024
Q1 | $614K | Hold |
1,822
| – | – | 0.2% | 129 |
|
|
2023
Q4 | $552K | Hold |
1,822
| – | – | 0.22% | 120 |
|
|
2023
Q3 | $485K | Hold |
1,822
| – | – | 0.21% | 122 |
|
|
2023
Q2 | $501K | Sell |
1,822
-117
| -6% | -$32.2K | 0.2% | 120 |
|
|
2023
Q1 | $474K | Buy |
+1,939
| New | +$474K | 0.19% | 123 |
|