HTG Investment 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
$1.73M Sell
4,086
-257
-6% -$109K 0.65% 27
2025
Q1
$1.57M Sell
4,343
-84
-2% -$30.3K 0.65% 27
2024
Q4
$1.78M Sell
4,427
-209
-5% -$83.9K 0.81% 25
2024
Q3
$1.74M Sell
4,636
-695
-13% -$261K 0.82% 26
2024
Q2
$1.94M Hold
5,331
1.05% 23
2024
Q1
$1.8M Sell
5,331
-91
-2% -$30.7K 1.04% 21
2023
Q4
$1.64M Buy
5,422
+6
+0.1% +$1.82K 1.07% 21
2023
Q3
$1.44M Sell
5,416
-132
-2% -$35.1K 1.15% 20
2023
Q2
$1.53M Buy
5,548
+554
+11% +$152K 1.26% 19
2023
Q1
$1.22M Sell
4,994
-291
-6% -$71.1K 1.11% 19
2022
Q4
$1.13M Buy
+5,285
New +$1.13M 1.15% 20