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Essential Planning’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Essential Planning’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,336
Closed -$8.37M – 191
2024
Q4 		$8.37M Buy
+21,336
New +$8.37M 0.05% 87