Fiduciary Financial Group’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	$3.88M	Buy	9,231 +263	+3%	+$110K	0.7%	30
2025 Q1	$3.08M	Buy	8,968 +2,032	+29%	+$699K	0.67%	34
2024 Q4	$2.76M	Buy	6,936 +303	+5%	+$121K	0.6%	34
2024 Q3	$2.5M	Sell	6,633 -55	-0.8%	-$20.7K	0.57%	36
2024 Q2	$2.52M	Buy	+6,688	New	+$2.52M	0.61%	38