Icon Wealth 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 | $5.41M | Sell |
12,743
-77
| -0.6% | -$32.7K | 0.39% | 55 |
|
|
2025
Q1 | $4.63M | Buy |
12,820
+1,019
| +9% | +$368K | 0.38% | 55 |
|
|
2024
Q4 | $4.74M | Sell |
11,801
-76
| -0.6% | -$30.5K | 0.39% | 52 |
|
|
2024
Q3 | $4.46M | Sell |
11,877
-366
| -3% | -$137K | 0.37% | 57 |
|
|
2024
Q2 | $4.39M | Sell |
12,243
-129
| -1% | -$46.2K | 0.39% | 52 |
|
|
2024
Q1 | $4.17M | Sell |
12,372
-157
| -1% | -$52.9K | 0.39% | 53 |
|
|
2023
Q4 | $3.8M | Buy |
+12,529
| New | +$3.8M | 0.4% | 54 |
|
|
2022
Q4 | $2.99M | Sell |
13,979
-236
| -2% | -$50.6K | 0.34% | 70 |
|
|
2022
Q3 | $2.99M | Buy |
+14,215
| New | +$2.99M | 0.36% | 67 |
|