FMA Wealth 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 | $12.4M | Sell |
29,302
-2,415
| -8% | -$1.03M | 9.21% | 3 |
|
|
2025
Q1 | $12.5M | Sell |
31,717
-2,677
| -8% | -$1.06M | 9.61% | 3 |
|
|
2024
Q4 | $13.8M | Sell |
34,394
-834
| -2% | -$335K | 10.28% | 1 |
|
|
2024
Q3 | $13.2M | Sell |
35,228
-604
| -2% | -$227K | 9.59% | 3 |
|
|
2024
Q2 | $13.1M | Sell |
35,832
-238
| -0.7% | -$86.8K | 10.56% | 1 |
|
|
2024
Q1 | $12.2M | Sell |
36,070
-181
| -0.5% | -$61K | 10.07% | 2 |
|
|
2023
Q4 | $11M | Buy |
+36,251
| New | +$11M | 10.01% | 3 |
|