Goldstone Financial Group’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
2026 Q1	$647K	Sell	6,068 -544	-8%	-$61.7K	0.07%	150
2025 Q4	$782K	Sell	6,612 -128	-2%	-$15.2K	0.09%	135
2025 Q3	$789K	Sell	6,740 -112	-2%	-$12.5K	0.09%	132
2025 Q2	$734K	Sell	6,852 -28	-0.4%	-$2.68K	0.1%	126
2025 Q1	$621K	Sell	6,880 -3,320	-33%	-$328K	0.09%	118
2024 Q4	$1.02M	Buy	10,200 +520	+5%	+$51.1K	0.16%	90
2024 Q3	$909K	Buy	9,680 +380	+4%	+$34.5K	0.16%	93
2024 Q2	$848K	Sell	9,300 -1,520	-14%	-$130K	0.17%	90
2024 Q1	$912K	Sell	10,820 -504	-4%	-$40.6K	0.21%	76
2023 Q4	$858K	Sell	11,324 -288	-2%	-$20.4K	0.22%	77
2023 Q3	$772K	Buy	11,612 +1,144	+11%	+$79K	0.23%	85
2023 Q2	$720K	Sell	10,468 -2,596	-20%	-$165K	0.21%	82
2023 Q1	$798K	Buy	+13,064	New	+$753K	0.26%	67