Evolution Wealth Advisors’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
$539K Buy
1,270
+53
+4% +$22.5K 0.08% 98
2025
Q1
$439K Buy
+1,217
New +$439K 0.07% 96
2021
Q4
Sell
-427
Closed -$117K 395
2021
Q3
$117K Buy
+427
New +$117K 0.03% 144