Fulton Breakefield Broenniman’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
$206K Buy
2025
Q1
Sell
2024
Q4
$201K Buy
2024
Q3
Sell
2024
Q2
$263K Sell
2024
Q1
$265K Buy
2023
Q4
$201K Buy
2023
Q2
Sell
2023
Q1
$218K Sell
2022
Q4
$220K Sell
2022
Q3
$268K Sell
2022
Q2
$289K Buy
2022
Q1
$330K Buy
2021
Q4
$244K Sell
2021
Q3
$260K Sell
2021
Q2
$262K Sell
2021
Q1
$248K Buy
2020
Q4
$232K Hold
2020
Q3
$209K Buy