High Net Worth Advisory Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
803
| – | – | 0.09% | 165 |
|
|
2025
Q1 | $290K | Hold |
803
| – | – | 0.08% | 170 |
|
|
2024
Q4 | $322K | Hold |
803
| – | – | 0.09% | 163 |
|
|
2024
Q3 | $301K | Sell |
803
-19
| -2% | -$7.13K | 0.08% | 171 |
|
|
2024
Q2 | $300K | Hold |
822
| – | – | 0.09% | 162 |
|
|
2024
Q1 | $277K | Hold |
822
| – | – | 0.09% | 169 |
|
|
2023
Q4 | $249K | Hold |
822
| – | – | 0.09% | 166 |
|
|
2023
Q3 | $219K | Buy |
822
+20
| +2% | +$5.32K | 0.09% | 177 |
|
|
2023
Q2 | $221K | Buy |
+802
| New | +$221K | 0.09% | 177 |
|
|
2023
Q1 | – | Sell |
-813
| Closed | -$174K | – | 386 |
|
|
2022
Q4 | $174K | Sell |
813
-1
| -0.1% | -$214 | 0.07% | 196 |
|
|
2022
Q3 | $171K | Sell |
814
-4
| -0.5% | -$840 | 0.07% | 196 |
|
|
2022
Q2 | $179K | Sell |
818
-38
| -4% | -$8.32K | 0.07% | 198 |
|
|
2022
Q1 | $238K | Sell |
856
-1,445
| -63% | -$402K | 0.09% | 165 |
|
|
2021
Q4 | $703K | Buy |
+2,301
| New | +$703K | 0.25% | 84 |
|