HB Wealth Management’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	$45.2M	Buy	424,224 +20,780	+5%	+$2.36M	0.29%	48
2025 Q4	$47.7M	Buy	403,444 +43,000	+12%	+$5.09M	0.31%	44
2025 Q3	$42.2M	Buy	360,444 +59,896	+20%	+$6.67M	0.29%	49
2025 Q2	$31.9M	Buy	300,548 +5,272	+2%	+$504K	0.25%	53
2025 Q1	$26.7M	Buy	295,276 +38,532	+15%	+$3.8M	0.22%	65
2024 Q4	$25.8M	Buy	256,744 +6,096	+2%	+$600K	0.26%	46
2024 Q3	$23.5M	Buy	250,648 +15,948	+7%	+$1.45M	0.25%	45
2024 Q2	$21.4M	Sell	234,700 -6,648	-3%	-$568K	0.25%	47
2024 Q1	$20.3M	Buy	241,348 +1,812	+0.8%	+$146K	0.26%	42
2023 Q4	$18.2M	Buy	239,536 +52,568	+28%	+$3.72M	0.26%	43
2023 Q3	$12.4M	Buy	186,968 +1,760	+1%	+$122K	0.2%	58
2023 Q2	$12.7M	Sell	185,208 -2,776	-1%	-$177K	0.2%	56
2023 Q1	$11.5M	Sell	187,984 -11,132	-6%	-$641K	0.2%	58
2022 Q4	$10.7M	Buy	199,116 +24,464	+14%	+$1.35M	0.19%	59
2022 Q3	$9.19M	Buy	174,652 +684	+0.4%	+$40.2K	0.2%	58
2022 Q2	$9.51M	Sell	173,968 -8,752	-5%	-$525K	0.2%	53
2022 Q1	$12.7M	Buy	182,720 +6,000	+3%	+$410K	0.24%	43
2021 Q4	$13.5M	Buy	+176,720	New	+$13.1M	0.27%	32