FWP
Falcon Wealth Planning’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 | $1.52M | Buy |
3,577
+428
| +14% | +$182K | 0.15% | 58 |
|
|
2025
Q1 | $1.14M | Buy |
3,149
+838
| +36% | +$303K | 0.13% | 63 |
|
|
2024
Q4 | $928K | Hold |
2,311
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $868K | Buy |
2,311
+41
| +2% | +$15.4K | 0.1% | 65 |
|
|
2024
Q2 | $828K | Hold |
2,270
| – | – | 0.11% | 58 |
|
|
2024
Q1 | $765K | Sell |
2,270
-63
| -3% | -$21.2K | 0.12% | 61 |
|
|
2023
Q4 | $707K | Buy |
2,333
+464
| +25% | +$141K | 0.12% | 59 |
|
|
2023
Q3 | $497K | Buy |
1,869
+371
| +25% | +$98.7K | 0.11% | 61 |
|
|
2023
Q2 | $412K | Buy |
1,498
+48
| +3% | +$13.2K | 0.09% | 65 |
|
|
2023
Q1 | $354K | Buy |
1,450
+342
| +31% | +$83.6K | 0.09% | 67 |
|
|
2022
Q4 | $237K | Sell |
1,108
-1,016
| -48% | -$218K | 0.07% | 81 |
|
|
2022
Q3 | $447K | Buy |
+2,124
| New | +$447K | 0.15% | 46 |
|