Iams 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,627
| Closed | -$611K | – | 170 |
|
|
2024
Q3 | $611K | Buy |
+1,627
| New | +$611K | 0.3% | 91 |
|
|
2024
Q2 | – | Sell |
-3,424
| Closed | -$1.13M | – | 147 |
|
|
2024
Q1 | $1.13M | Buy |
+3,424
| New | +$1.13M | 0.69% | 48 |
|
|
2023
Q4 | – | Sell |
-3,473
| Closed | -$924K | – | 118 |
|
|
2023
Q3 | $924K | Buy |
+3,473
| New | +$924K | 0.64% | 55 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 83 |
|