IFPG
Intrepid Financial Planning Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.7M | Sell |
34,673
-611
| -2% | -$259K | 6.19% | 3 |
|
2025
Q1 | $12.7M | Sell |
35,284
-13
| -0% | -$4.69K | 5.9% | 3 |
|
2024
Q4 | $14.2M | Sell |
35,297
-364
| -1% | -$146K | 5.99% | 3 |
|
2024
Q3 | $13.4M | Sell |
35,661
-668
| -2% | -$251K | 5.73% | 3 |
|
2024
Q2 | $13.2M | Sell |
36,329
-150
| -0.4% | -$54.7K | 5.68% | 3 |
|
2024
Q1 | $12.3M | Buy |
36,479
+81
| +0.2% | +$27.3K | 5.31% | 4 |
|
2023
Q4 | $11M | Sell |
36,398
-515
| -1% | -$156K | 5.28% | 4 |
|
2023
Q3 | $9.82M | Sell |
36,913
-210
| -0.6% | -$55.9K | 5.09% | 4 |
|
2023
Q2 | $10.2M | Sell |
37,123
-303
| -0.8% | -$83.4K | 4.9% | 4 |
|
2023
Q1 | $9.14M | Sell |
37,426
-905
| -2% | -$221K | 4.61% | 4 |
|
2022
Q4 | $8.21M | Sell |
38,331
-3,192
| -8% | -$684K | 4.46% | 4 |
|
2022
Q3 | $8.74M | Sell |
41,523
-704
| -2% | -$148K | 4.96% | 4 |
|
2022
Q2 | $9.24M | Buy |
+42,227
| New | +$9.24M | 5.08% | 4 |
|