Forthright Family Wealth Advisory’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 | $878K | Buy |
2,068
+22
| +1% | +$9.34K | 0.56% | 26 |
|
|
2025
Q1 | $739K | Hold |
2,046
| – | – | 0.49% | 29 |
|
|
2024
Q4 | $822K | Hold |
2,046
| – | – | 0.53% | 27 |
|
|
2024
Q3 | $845K | Buy |
2,046
+139
| +7% | +$57.4K | 0.54% | 27 |
|
|
2024
Q2 | $695K | Hold |
1,907
| – | – | 0.45% | 35 |
|
|
2024
Q1 | $643K | Buy |
+1,907
| New | +$643K | 0.43% | 37 |
|