GoalVest 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 | $685K | Hold |
1,613
| – | – | 0.17% | 77 |
|
|
2025
Q1 | $582K | Sell |
1,613
-12
| -0.7% | -$4.33K | 0.16% | 80 |
|
|
2024
Q4 | $653K | Sell |
1,625
-190
| -10% | -$76.3K | 0.18% | 80 |
|
|
2024
Q3 | $681K | Buy |
1,815
+136
| +8% | +$51.1K | 0.2% | 75 |
|
|
2024
Q2 | $612K | Hold |
1,679
| – | – | 0.2% | 73 |
|
|
2024
Q1 | $566K | Buy |
1,679
+1,011
| +151% | +$341K | 0.19% | 73 |
|
|
2023
Q4 | $203K | Buy |
668
+549
| +461% | +$166K | 0.09% | 65 |
|
|
2023
Q3 | $31.7K | Buy |
+119
| New | +$31.7K | 0.02% | 177 |
|