Forthright Family Wealth Advisory’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
Q2
$878K Buy
2025
Q1
$739K Hold
2024
Q4
$822K Hold
2024
Q3
$845K Buy
2024
Q2
$695K Hold
2024
Q1
$643K Buy