Falcon Wealth Planning’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
Q3
$1.61M Sell
2025
Q2
$1.52M Buy
2025
Q1
$1.14M Buy
2024
Q4
$928K Hold
2024
Q3
$868K Buy
2024
Q2
$828K Hold
2024
Q1
$765K Sell
2023
Q4
$707K Buy
2023
Q3
$497K Buy
2023
Q2
$412K Buy
2023
Q1
$354K Buy
2022
Q4
$237K Sell
2022
Q3
$447K Buy