Holistic Planning’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 | $672K | Buy |
1,582
+509
| +47% | +$216K | 0.19% | 91 |
|
|
2025
Q1 | $387K | Sell |
1,073
-34
| -3% | -$12.3K | 0.13% | 118 |
|
|
2024
Q4 | $445K | Buy |
1,107
+70
| +7% | +$28.1K | 0.16% | 102 |
|
|
2024
Q3 | $389K | Buy |
1,037
+317
| +44% | +$119K | 0.16% | 96 |
|
|
2024
Q2 | $243K | Hold |
720
| – | – | 0.19% | 99 |
|
|
2024
Q1 | $243K | Sell |
720
-163
| -18% | -$54.9K | 0.19% | 99 |
|
|
2023
Q4 | $268K | Buy |
+883
| New | +$268K | 0.23% | 92 |
|