Heartwood Wealth Advisors’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 | $1.37M | Hold |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.22M | Hold |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $222K | Buy |
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