Fusion Family Wealth’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 | $423K | Hold |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $400K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $168K | Sell |
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|
2020
Q3 | $194K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $160K | Buy |
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|
2019
Q3 | $113K | Buy |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $105K | Buy |
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|
2018
Q3 | $88K | Hold |
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|
2018
Q2 | $82K | Sell |
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|
2018
Q1 | $96K | Sell |
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|
2017
Q4 | $238K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $499K | Buy |
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