Hemington Wealth Management’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
$1.12M Sell
2,641
-187
-7% -$79.4K 0.16% 45
2025
Q1
$1.02M Sell
2,828
-139
-5% -$50.2K 0.16% 50
2024
Q4
$1.19M Hold
2,967
0.3% 41
2024
Q3
$1.11M Sell
2,967
-67
-2% -$25K 0.3% 42
2024
Q2
$1.11M Hold
3,034
0.37% 38
2024
Q1
$1.02M Buy
3,034
+4
+0.1% +$1.35K 0.37% 41
2023
Q4
$919K Sell
3,030
-201
-6% -$61K 0.35% 38
2023
Q3
$859K Sell
3,231
-48
-1% -$12.8K 0.41% 34
2023
Q2
$902K Hold
3,279
0.37% 35
2023
Q1
$801K Sell
3,279
-445
-12% -$109K 0.32% 34
2022
Q4
$797K Hold
3,724
0.34% 32
2022
Q3
$784K Hold
3,724
0.34% 35
2022
Q2
$814K Hold
3,724
0.32% 36
2022
Q1
$1.03M Buy
3,724
+81
+2% +$22.5K 0.35% 37
2021
Q4
$878K Sell
3,643
-442
-11% -$107K 0.41% 32
2021
Q3
$1.12M Hold
4,085
0.41% 30
2021
Q2
$1.11M Hold
4,085
0.47% 30
2021
Q1
$993K Buy
4,085
+442
+12% +$107K 0.42% 31
2020
Q4
$878K Buy
+3,643
New +$878K 0.41% 32