Institute for Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Institute for Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Hold
2025 Q2	$203K	Buy
2020 Q1	–	Sell
2019 Q4	$67K	Buy
2013 Q3	–	Sell
2013 Q2	$68K	Buy