EFG
Ethos Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Sell |
23,295
-28,879
| -55% | -$12.3M | 0.85% | 30 |
|
|
2025
Q1 | $19.9M | Buy |
52,174
+37,217
| +249% | +$14.2M | 1.9% | 10 |
|
|
2024
Q4 | $6.01M | Sell |
14,957
-12,884
| -46% | -$5.17M | 0.78% | 37 |
|
|
2024
Q3 | $10.5M | Buy |
27,841
+16,425
| +144% | +$6.17M | 1.72% | 14 |
|
|
2024
Q2 | $4.19M | Sell |
11,416
-8,398
| -42% | -$3.08M | 0.74% | 36 |
|
|
2024
Q1 | $6.68M | Buy |
+19,814
| New | +$6.68M | 1.26% | 27 |
|
|
2023
Q4 | – | Sell |
-3,005
| Closed | -$801K | – | 282 |
|
|
2023
Q3 | $801K | Buy |
+3,005
| New | +$801K | 0.21% | 67 |
|