Family Management’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 | $993K | Sell |
2,339
-76
| -3% | -$32.3K | 0.15% | 92 |
|
|
2025
Q1 | $872K | Hold |
2,415
| – | – | 0.14% | 91 |
|
|
2024
Q4 | $970K | Hold |
2,415
| – | – | 0.16% | 90 |
|
|
2024
Q3 | $907K | Hold |
2,415
| – | – | 0.15% | 88 |
|
|
2024
Q2 | $880K | Buy |
2,415
+31
| +1% | +$11.3K | 0.15% | 78 |
|
|
2024
Q1 | $804K | Hold |
2,384
| – | – | 0.15% | 77 |
|
|
2023
Q4 | $723K | Hold |
2,384
| – | – | 0.15% | 75 |
|
|
2023
Q3 | $634K | Buy |
2,384
+161
| +7% | +$42.8K | 0.14% | 68 |
|
|
2023
Q2 | $612K | Hold |
2,223
| – | – | 0.13% | 74 |
|
|
2023
Q1 | $543K | Buy |
+2,223
| New | +$543K | 0.13% | 73 |
|