Family Management’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
2026 Q1	$1.57M	Sell	14,684 -2,028	-12%	-$230K	0.19%	100
2025 Q4	$1.98M	Buy	16,712 +1,244	+8%	+$147K	0.25%	81
2025 Q3	$1.81M	Buy	15,468 +6,112	+65%	+$681K	0.25%	82
2025 Q2	$993K	Sell	9,356 -304	-3%	-$29.1K	0.15%	96
2025 Q1	$872K	Hold	9,660	–	–	0.14%	93
2024 Q4	$970K	Hold	9,660	–	–	0.16%	91
2024 Q3	$907K	Hold	9,660	–	–	0.15%	89
2024 Q2	$880K	Buy	9,660 +124	+1%	+$10.6K	0.16%	79
2024 Q1	$804K	Hold	9,536	–	–	0.15%	78
2023 Q4	$723K	Hold	9,536	–	–	0.15%	75
2023 Q3	$634K	Buy	9,536 +644	+7%	+$44.5K	0.15%	69
2023 Q2	$612K	Hold	8,892	–	–	0.13%	74
2023 Q1	$543K	Buy	+8,892	New	+$512K	0.13%	73