Highland Financial Advisors’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 | $11.2M | Sell |
26,364
-126
| -0.5% | -$53.5K | 3.59% | 10 |
|
|
2025
Q1 | $9.57M | Sell |
26,490
-1,093
| -4% | -$395K | 3.42% | 11 |
|
|
2024
Q4 | $11.1M | Sell |
27,583
-483
| -2% | -$194K | 3.84% | 10 |
|
|
2024
Q3 | $10.5M | Sell |
28,066
-317
| -1% | -$119K | 3.74% | 10 |
|
|
2024
Q2 | $10.3M | Sell |
28,383
-385
| -1% | -$140K | 3.85% | 11 |
|
|
2024
Q1 | $9.7M | Hold |
28,768
| – | – | 3.88% | 10 |
|
|
2023
Q4 | $8.72M | Buy |
28,768
+441
| +2% | +$134K | 3.79% | 10 |
|
|
2023
Q3 | $7.54M | Sell |
28,327
-88
| -0.3% | -$23.4K | 3.9% | 10 |
|
|
2023
Q2 | $7.82M | Sell |
28,415
-683
| -2% | -$188K | 4.03% | 9 |
|
|
2023
Q1 | $7.11M | Sell |
29,098
-3,262
| -10% | -$797K | 3.86% | 11 |
|
|
2022
Q4 | $6.93M | Sell |
32,360
-5,340
| -14% | -$1.14M | 4.08% | 11 |
|
|
2022
Q3 | $7.93M | Sell |
37,700
-5,444
| -13% | -$1.15M | 5.5% | 6 |
|
|
2022
Q2 | $9.44M | Buy |
+43,144
| New | +$9.44M | 6.47% | 6 |
|