ERTS Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $1.19M | Sell |
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2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $996K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.38M | Buy |
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