Endowment Wealth Management’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
$210K Buy
+494
New +$210K 0.11% 140
2025
Q1
Sell
-528
Closed -$212K 152
2024
Q4
$212K Buy
+528
New +$212K 0.14% 126
2022
Q1
Sell
-656
Closed -$200K 129
2021
Q4
$200K Buy
+656
New +$200K 0.2% 116