Fermata Advisors’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 | $613K | Sell |
|
|||||
|
2025
Q2 | $3.09M | Sell |
|
|||||
|
2025
Q1 | $18.5M | Sell |
|
|||||
|
2024
Q4 | $23M | Buy |
|
|||||
|
2024
Q3 | $20.4M | Buy |
|
|||||
|
2024
Q2 | $18.6M | Buy |
|
|||||
|
2024
Q1 | $17.2M | Buy |
|
|||||
|
2023
Q4 | $12.5M | Buy |
|
|||||
|
2023
Q3 | $8.41M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $2.28M | Sell |
|
|||||
|
2022
Q4 | $4.4M | Sell |
|
|||||
|
2022
Q3 | $6.42M | Buy |
|
|||||
|
2022
Q2 | $6.33M | Buy |
|
|||||
|
2022
Q1 | $6.6M | Buy |
|
|||||
|
2021
Q4 | $6.07M | Buy |
|
|||||
|
2021
Q3 | $4.74M | Buy |
|
|||||
|
2021
Q2 | $1.14M | Buy |
|
|||||
|
2021
Q1 | $384K | Buy |
|